What do you want your advisory business to make possible in 2027, and what needs to change to get there?

Join Duncan MacPherson for a practical approach to strategic planning that connects your personal goals with the priorities of your business. Using Pareto’s STRATEGIC planning framework, explore how to identify gaps, refine your client focus, align your team, and turn your vision into meaningful action.

Whether you’re focused on growth, greater efficiency, or long-term enterprise value, discover how to build a plan that guides your decisions throughout the year.

Key takeaways

• Define what success looks like for your business and the life it supports.
• Identify practice-management gaps and prioritize meaningful improvements.
• Refine your ideal-client focus and create capacity for your most valuable relationships.
• Strengthen enterprise value through documented, repeatable processes.
• Align your team through clear responsibilities, consistent meetings, and timely course corrections.

Start 2027 with greater clarity, shared direction, and a plan you can put to work.