Elevate Your Value

How to Elevate Your Value and Build Enterprise Equity in the Golden Era of Advice

Far too many advisors are still underappreciated by their clients, not because they aren't good at what they do, but because they haven't removed the mystery around their value. Clients see the surface: investment performance, planning reviews, and meetings. But the real value, the ensemble team, the proactive structure, the future-ready planning, is often invisible.

In this conversation with Jimmy Lee, we unpack how elite advisors build visible value by design. Jimmy shares how his firm evolved from a personal practice into a scalable platform, helping advisors position themselves more powerfully, increase their enterprise value, and future-proof their business. We also explore why this is the golden era for financial advice, and how to seize the moment before it's gone.

If you want your clients to fully understand, appreciate, and stay loyal to the value you deliver, this is the blueprint.

This clip is an excerpt from episode 79 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Jimmy Lee, founder and CEO of The Wealth Consulting Group. 

Stream the entire episode "Scalable by Design: Lessons in Intentional Growth" on your favorite podcast channel at one of the following links:

Apple Podcasts: paretosys.co/ao-ap
Spotify: paretosys.co/ao-sp
All platforms: paretosys.co/ao-bb