Always On with Duncan MacPherson - From Organic to Scalable Growth with Bill Sowell

The transition to fee-based services has prompted advisors to prioritize fee-worthiness, with clients focusing less on cost and more on perceived value.

Plus, the complexities of relationship management may be amplified in a B2B upscaling model.

In this episode, Duncan MacPherson speaks with Bill Sowell, CEO of Sowell Management, about the distinction between salesmanship and stewardship, and what it takes to cultivate lasting client relationships. They also talk about the shift from a B2C organic growth model to a franchise-ready B2B upscaling model.

They discuss:

• Being a consolidator versus adopting a methodical organic growth model
• Why advisors should never lose sight of relationship management
• The path to strong advisor partnerships and an effective fit process
• How technology and the Great Wealth Transfer are shaping financial services
• And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep51

We'd love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!