Ep 70: Strategies For Moving Past Comfort Zones and Achieving Growth

Financial Advisors Want to Know: Strategies For Moving Past Comfort Zones and Achieving Growth - Ep. 70 Duncan MacPherson

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Duncan MacPherson, CEO of Pareto Systems, helps financial professionals build purposeful, profitable businesses through The Blue Square Method. A sought-after speaker, coach, and author of The Advisor Playbook and The Blue Square Method, he shares actionable strategies to achieve productivity and balance. Based in Kelowna, BC, Duncan enjoys golf, tennis, skiing, and family time with his wife and two sons.

Duncan is also an industry best-selling author and has written many books including: The Advisor Playbook and The Blue Square Method; the mindset and best-practices of top fee-for-service professionals. 

Key Takeaways:
Overcoming Comfort and Fear: Many advisors face a paradox—comfortable with their current success, but afraid to risk what they've built in order to grow further. Success requires pushing past this fear and taking calculated risks to level up.

Plateau Avoidance is Key to Growth: Advisors often reach a plateau due to talent acquisition issues or the complexity of scaling. To continue growing, they must regularly assess their operations and adjust for capacity before hitting a limit.

Self-Awareness Drives Success: Being honest about your own growth and challenges is critical. Knowing when you're coasting, cresting, or climbing helps in making necessary adjustments. Regular gap analysis can reveal small, actionable steps that lead to significant improvement.

The Power of the Blue Square Method: Duncan McPherson emphasizes the importance of refining processes, managing money, and optimizing client engagement. The Blue Square Method is a framework that helps advisors move beyond basic financial management to building a purpose-driven, profitable practice.

Decommoditize Your Value: Advisors must evolve from being seen as a "commodity" to being recognized for their unique value. By focusing on client experience, intellectual property, and optimizing their business model, they can increase their market worth and create sustainable growth.

Connect with Duncan: 
https://ca.linkedin.com/in/duncanmacpherson
https://www.paretosystems.com/
https://www.thebluesquaremethod.com/
https://always-on-with-d-macpherson.blubrry.net/

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https://www.linkedin.com/in/ctindallcpa/

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