Episode Details

Advisors often get asked by clients, “What will happen to me when you’re not around?”

If you don’t have an answer to it, it’s a sign to start your succession planning.

In this episode, Duncan joins Levi McMellian, CPA, AIF®, CEO, executive director, and founding partner at CFO4Life to uncover the secret to building a sustainable practice and scaling your business organically.

Levi discusses:

• Why adversities are an opportunity in disguise for deeper client relationships
• How to avoid a growth plateau through effective legacy planning
• The importance of branding your process (instead of a single advisor)
• The PSP mindset for identifying right-fit clients
• And more

Resources: 

• The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
• “The Seasons of Life” by Jim Rohn
• “The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It” by Michael E. Gerber

Connect With Duncan MacPherson:

• https://www.paretosystems.com/ 
• 1.866.593.8020
• Duncan on LinkedIn

Connect With Levi McMellian:

• CFO4Life
• LinkedIn: Levi McMellian

About Our Guests:

As CEO and managing director of CFO4Life, Levi McMellian oversees vital business operations and pursues new business growth. However, his primary focus remains on building personal client relationships. With a passion for listening and learning about his clients’ most important goals and dreams, Levi seeks to offer thorough and impartial individualized advice.

In addition to being a Certified Public Accountant and Accredited Investment Fiduciary®, Levi has a bachelor’s degree in business and accounting from Oklahoma State Unive