From Startup to Scalable

How Running Like a Business Attracts Business Owners

Transactional thinking is obsolete. The most successful financial advisors are those who think and act like business owners, because their best clients are business owners too.

In this conversation, we explore how aligning your own business practices with those of your ideal clients can become your greatest differentiator. Eric shares how buying out his business partner marked a turning point, a shift from entrepreneurial hustle to operational maturity. Together with his team, they committed to transforming their practice into a client experience machine, one driven by clarity, process, and self-reflection.

This episode dives into the real-world progression of building enterprise value by asking the tough questions: Where are the gaps? What's the client really experiencing? And how do we continuously improve?

This clip is an excerpt from episode 78 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Eric Boyce and Kelly Griggs of Boyce & Associates Wealth Consulting. 

Stream the entire episode on your favorite podcast channel:

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