Recently I had the chance to join a very good friend, mentor and colleague of mine, Duncan MacPherson of Pareto Systems, on his podcast “Always On”.
I joined Duncan to discuss the state of our industry as it continues to change and evolve with increasingly new technology and virtual based offerings. While technology in our business is an amazing thing, it can underscore opportunity gaps when it comes to perfecting and elevating the client experience while ultimately increasing the enterprise value of a firm… These things are the very foundations of the work we do with our advisors at USA Financial.
Key topics discussed:
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Steve Phillips is the Chief Practice Management and Development Officer, joining USA Financial in 2019. He leads the coaching and...
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In this episode of The RARE Advisor, Aaron Grady and Duncan MacPherson explore how financial advisors can approach year-end planning with intention and purpose. Rather than focusing solely on metrics and spreadsheets, they discuss the importance of aligning your “why” with your process and practice. Drawing on Japanese philosophies like Ikigai, Kaizen, Kintsugi, and Wabi Sabi, they share insights on creating a more meaningful, resilient, and sustainable business. Learn how embracing continuous improvement, authenticity, and technology can help you become the advisor of the future.
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In this episode of the Rare Advisor, host Aaron Grady sits down with Duncan MacPherson of Pareto Systems to unpack the “Always On” client experience from The Blue Square Method—showing financial advisors how to move from personality-driven to process-driven, scalable firms. You’ll learn the four quadrants (Onside, Onboard, Ongoing, Onward), why a documented fit process and onboarding sequence create professional contrast, how the 12-4-2 service model competitor-proofs relationships, and why systematizing moments of truth builds advocacy and referrals. We cover turning know-how into intellectual property (playbooks/SOPs), becoming “fee-worthy” and referable, leveraging the Pareto principle for AAA clients, and shifting from B2C to B2B growth.