The business world is forever evolving. Even the disruption of the last two years was only able to slow it down for a short time..
In this episode, Duncan MacPherson meets with Vice President and Performance Coach Kevin Bishopp for the Advisor Consulting Group at First Trust Portfolios. They discuss the growth in the business world over the last two years.
Duncan and Kevin discuss:
- Marketing your business from growing down, growing up and everything in between
- The three categories of solutions
- Why some advisors are reluctant to make cuts
- The difference between being able to design and being able to build
- The Cash Flow model
- And more
Connect With Duncan:
- Pareto Systems
- Schedule a Call
- Duncan on LinkedIn
Connect With Kevin:
- The Blue Square Toolkit™ by Pareto (Start your 14-day free trial today!)
- ProudMouth – Be Your Own Loud
About Our Guest:
Kevin Bishopp is a Vice President and Performance Coach for the Advisor Consulting Group. His focus is the best practices and mission-critical strategies that propel professionals/firms to be truly unique within the industry. His insights into key metrics, resource allocation, team structure,
marketing and client acquisition equip professionals/firms to make high-quality strategic decisions that can generate dynamic results. Prior to joining First Trust, Kevin spent 12 years with Russell Investments where he held positions as Director of Practice Management, RIA
Channel Head and Business Development Director. In those roles, he focused on coaching, content creation, sales management, national account management, and business development. Before joining Russell Investments, Kevin spent 5 years as a wealth manager for The Bishopp Group LLC, a family-owned wealth management practice. In 1994, he started his career in financial services as an associate for Principal Financial Group. Kevin holds an MBA from the Michael G. Foster School of Business at the University of Washington and a BA in Finance from Eastern Washington University.
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