Episode 45: How Top Advisors Scale with Purpose Using the 80/20 Rule and Practice Management
Most advisors manage money—but what separates the top 20% from the rest is how they manage relationships, structure their practice, and scale with intention. Are you investing your time where it matters most?
In this episode of Sterling Insights, Roger sits down with Duncan MacPherson, CEO of Pareto Systems and a practice management expert for top financial advisors. Together, they explore how elite advisors create enterprise value by professionalizing their client experience, sharing valuable insights and practical tips for listeners. Duncan draws from over 30 years of experience to discuss…
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