Episode Details

If you want to distinguish yourself from the advisor down the street, you’ll need to create a memorable client experience that extends beyond financial expertise. This includes being highly process-driven, keeping up with clients’ evolving needs, improving communication, and more.

In this episode, Duncan MacPherson speaks with Mike “Cy” Cajthaml Jr., a business consultant at Pareto Systems. They explain what it means to be the advisor of the future and strategies to move from organic to scalable growth.

Mike discusses:

• What to do if you have maxed out and hit a growth plateau
• The importance of clear communication — both internally and externally
• How to make your value feel more “tangible” to clients
• Key points to keep in mind while creating a succession plan for your business
• Reasons to decommoditize, demystify, and depersonalize your practice (and how)
• And more

Connect With Duncan:

• Pareto Systems 
• 1.866.593.8020
• Schedule a Call
• Duncan on LinkedIn

Connect With Mike:

• Mikecy@paretosystems.com 
• LinkedIn: Mike Cy

Promotions:

• The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
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