New Episode: NextGen Advisor Excellence with Alex Murphy (Ep. 101)

The old rule was simple: earn your stripes the hard way, then make the next generation earn theirs too. Alex Murphy thinks that rule is exactly what's holding the industry back.

Alex Murphy, Chief Operating Officer at Cedarwood Financial Partners and host of the Beyond the Trees podcast, joins Pareto Systems CEO Duncan MacPherson to dig into what it really takes to build a next-generation advisory business, from teaching new advisors the power of firsts, to navigating mentor-protege dynamics, to deciding when it's time to specialize.

In this episode:

• Why bigger isn't always better
• Teaching new advisors the power of firsts
• Building mentorship with purpose, not just skill
• Growing down, zooming out, leveling up
• The case for niching down over generalizing

Tune in for a conversation on building a business, and a legacy, the next generation can actually inherit.

Listen now: paretosys.co/aodm-101