In this episode, we speak with Duncan MacPherson, CEO of Pareto Systems. Duncan is one of the most world renown Financial Advisor Coaches in the world. He co-authored “The Advisor Playbook” and “the Blue Square Method”. Duncan goes into how advisors that are at the top build without the goal of building. How advisors become attractive and why advisors should never ask for referrals to be a top tier advisor. This was a great conversation and I hope you enjoy it and find...
All content for For Advisors By Advisors is the property of Evan J Mayer and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode, we speak with Duncan MacPherson, CEO of Pareto Systems. Duncan is one of the most world renown Financial Advisor Coaches in the world. He co-authored “The Advisor Playbook” and “the Blue Square Method”. Duncan goes into how advisors that are at the top build without the goal of building. How advisors become attractive and why advisors should never ask for referrals to be a top tier advisor. This was a great conversation and I hope you enjoy it and find...
For Advisor By Advisors - Adam Schwartz, Director of Philanthropy, American Cancer Society - Is Charitable Giving a Want for You? How About Using a Donor Advised Fund!
For Advisors By Advisors
29 minutes
1 year ago
For Advisor By Advisors - Adam Schwartz, Director of Philanthropy, American Cancer Society - Is Charitable Giving a Want for You? How About Using a Donor Advised Fund!
In this episode, we talk with Adam Schwartz, Director of Philanthropy, American Cancer Society. We spoke about his start as a financial advisor and the difference from working at a smaller, regional bank to working inside of a massive bank and the pros and cons of each. We also spoke about Adam’s journey to leaving the business in going into a chartable role working for the American Cancer Society. We spoke about Donor Advised Funds and the benefits of using them for your ch...
For Advisors By Advisors
In this episode, we speak with Duncan MacPherson, CEO of Pareto Systems. Duncan is one of the most world renown Financial Advisor Coaches in the world. He co-authored “The Advisor Playbook” and “the Blue Square Method”. Duncan goes into how advisors that are at the top build without the goal of building. How advisors become attractive and why advisors should never ask for referrals to be a top tier advisor. This was a great conversation and I hope you enjoy it and find...
