Tag: Artificial Intelligence
From Practice to Enterprise: Scaling with Intention with Duncan MacPherson (Ep. 91)

From Practice to Enterprise: Scaling with Intention with Duncan MacPherson (Ep. 91)

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Growth in financial advising demands a balance between serving current clients effectively and exploring transformative strategies for business development.

This week, Jeremy Houser engages Duncan MacPherson, founder and CEO of Pareto Systems, to uncover principles for scaling a financial advisory practice while enhancing client relationships. From mastering practice management to leveraging technology like AI, Duncan provides actionable insights to redefine value and elevate advisory practices.

Duncan discusses:

  • Strategies to strengthen client advocacy by focusing on existing relationships
  • The evolution from organic growth to scalable, team-oriented practices
  • The significance of creating structured processes to enhance business efficiency
  • The importance of balancing emotional intelligence with technological advancements
  • Steps for crafting a robust exit strategy that maximizes business value and legacy
  • And more!

Resources: 

Connect With Duncan MacPherson:

Connect with Jeremy Houser:

About Our Guest:

Driven by a deep passion for unlocking potential, Duncan MacPherson steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose.

Duncan, alongside his team, leverages the unique ‘The Blue Square Method’ – a methodology inspired by best practices – to guide professionals toward discovering their ‘Blue Square.’ This represents the ideal state where their business activities are in perfect harmony with their passion and purpose.

As a speaker in high demand, he travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the Financial Services industry.

His expertise in demystifying business development and marketing in the financial world has universal appeal, from the high-level advisor to the successful wholesaler, to corporate financial institutions. His primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

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Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)

Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)

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We all know that the insurance industry is facing challenges in the current market environment, but what are the solutions, and what does the future look like?

In this episode, Jeremy Houser speaks with Mitch Anderson, the VP/ Senior Relationship Manager at Athene USA. Mitch talks about Athene’s growth within the annuities space and their portfolio of volatility-controlled indexes. Additionally, Mitch shares the firm’s mission to continue providing innovative product solutions to their clients.

Mitch discusses: 

  • What you should know about Athene’s partnership with InsurMark
  • The awards that Athene won in 2022
  • The importance of volatility control indices and ways the firm selects their index partners
  • Some of the challenges Athene faced in scaling up their business and how they overcame them
  • Athene’s Roth conversion program
  • The value of educating clients on the differences between banks and insurance companies
  • What the future holds for the company
  • The importance of fixed index annuities in volatile markets and the benefits they offer for clients in drawdown situations
  • And more!

Connect with Mitch Anderson:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Mitch Anderson is a VP/Senior Relationship Manager for Athene USA and works with a number of our Key Distribution Partners.  Besides managing NMO relationships, Mitch frequently speaks at training events and helps educate advisors on the benefits of Fixed Indexed Annuities.  

For over 30 years, Mitch has worked in the insurance and financial services industry in a number of different roles, from wholesaling to sales management.

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