Tag: Practice Management
Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)

Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)

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What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients make informed financial decisions with clarity and precision.

In this episode, Jeremy Houser sits down with Steve Goldstein, CFP®, ChFC®, Founder of Thomas Gold Solutions, to explore how Retirement Analyzer has evolved over 15 years into a highly detailed yet accessible financial planning software. 

They discuss how user feedback, thoughtful development, and a focus on simplicity help advisors deliver more confident and customized client experiences.

Steve discusses:

  • How Retirement Analyzer developed from a vague spreadsheet tool into a detailed, client-focused software solution
  • The importance of simplifying financial concepts for clients while giving advisors full control over plan depth
  • How new features like client portals and docu trackers foster stronger advisor-client collaboration
  • The role of community feedback in shaping ongoing updates, features, and training opportunities
  • Why focusing on planning outcomes, not products, creates longer-lasting client relationships
  • And more!

Connect With Steve Goldstein:

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About Our Guest:

Steve, a graduate of Drexel University in Philadelphia, resides in Western Pennsylvania. He began his career in the financial industry 1983, where he worked on Wall Street for 22 years trading stock and index options in New York, Philadelphia, and Chicago. Steve was a Partner at Liberty Capital Group through the late 1990s and a Senior Vice President of Sales and Marketing of a large FMO from 2008 to 2010. 

In 2010, Steve teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. His experience as an advisor is an asset when creating software solutions that help advisors and clients understand the value of the financial planning process. Steve and Brooke work continuously to keep the Retirement Analyzer software cutting edge with updates and new functionality. Steve holds his CFP® and ChFC® designations.

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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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