The Mindset of the Advisor of the Future

I’ll be at a conference and an advisor will come up to me and say “I like what you talked about, and I think I’m ready to fire some clients.” And I’m like, “fire clients?” I would much rather hear “I think I’m doing everybody a disservice by having so many clients…”

This is an excerpt from episode 44 of the ‘Always On with Duncan MacPherson’ podcast with Martin Luc Derome. Stream the entire newest episode, and find links to previous episodes, by clicking here: paretosys.co/AODM_ep44