NEW EPISODE OUT NOW: Why Elite Advisors Think Differently
Why Elite Advisors Think Differently with Jason Westover and Mike "Cy" Cajthaml Jr. - Always On with Duncan MacPherson Podcast, Ep. 91
Being great at your job might be exactly what's holding you back.
Tune in as Duncan is joined by Pareto coaches Jason Westover and Mike "Cy" Cajthaml Jr. for a candid conversation on what the best financial advisors are doing right now to stay ahead. If you're serious about building a business with real enterprise value, this one is for you.
Here's what they unpack:
- Why growing up-market starts with deepening your top 50 relationships
- The shift from technician to CEO and why delegation is the unlock for real scale
- How leading advisory teams are using AI to compress time without sacrificing trust
- The power of client advisory councils and honest feedback loops
- Why no one wants to buy your job. They want to buy your business.
The gap between complacency and ambition is widening fast. This episode is a practical, forward-looking roadmap for advisors who want to stop plateauing and start building something that truly serves their life.
Listen in and share with an advisor who needs to hear this:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
