Tag: Emotional 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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Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme (Ep. 88)

Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme (Ep. 88)

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Financial advice isn’t just about the numbers. It’s about understanding the people behind them.

In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, FBS®, CFT™, founder of Beyond the Plan®, to explore the emotional and behavioral aspects of financial advising. They explore how financial professionals can use emotional intelligence to build stronger relationships with clients, improve decision-making, and enhance trust. Ashley shares insights from her therapy background and practical strategies for virtual and in-person advisory work.

Ashley and Jeremy discuss:

  • The importance of collaborative language in client conversations and why it matters
  • The shift from therapy to financial services and the valuable crossover of skills
  • How body language and facial cues play a vital role in virtual meetings
  • Strategies for financial advisors to enhance trust with high-net-worth clients, even in online settings
  • The role of a Financial Behavior Officer in advisory practices and how it transforms client relationships
  • And more!

Resources: 

Connect With Ashley Quamme:

Connect with Jeremy Houser:

About Our Guest:

Ashley Quamme, LMFT, FBS®, CFT™, is the Owner of Beyond the Plan®, a consulting practice that partners with firms to integrate financial psychology into their practice. In addition to her work with advisory firms, she is a speaker and host of Planning & Beyond™, a podcast where she explores the intersection of financial planning and human understanding, bringing practical strategies and insights to advisors and financial professionals.

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