NEW EPISODE OUT NOW: Scalable by Design
Lessons in Intentional Growth with Jimmy Lee - Always On with Duncan MacPherson Podcast (Ep. 79)
Would your business thrive without you at the center of everything?
That's the ultimate test of scalability. In this episode of the Always On podcast, Duncan MacPherson sits down with Jimmy Lee, founder and CEO of The Wealth Consulting Group, to explore how elite advisors build businesses that are not only successful, but also scalable, transferable, and deeply rooted in values.
Jimmy offers a unique perspective, operating at both the strategic and client-facing levels of his firm, which oversees more than $8.5B in assets under advisement.
Key takeaways from the episode include:
- Why being sale-ready is more about structure than timing
- The power of leading from both the C-suite and the client chair
- How to build a business with clients, not just for them
- The role of intentional leadership, culture, and long-term legacy
- How to grow a firm by design, not by default
If you're focused on long-term impact, this conversation is a must-listen.
Listen and subscribe:
Apple Podcasts: paretosys.co/ao-ap
Spotify: paretosys.co/ao-sp
All platforms: paretosys.co/ao-bb
