You’ve got 24 hours in a day and five days in a work week. Wouldn’t it be incredible to be able to put more sand in your hourglass?
It is possible if you become highly process-driven and liberate yourself from the daily minutia of financial planning, which can be easily automated, streamlined or outsourced!
In this episode, Duncan MacPherson talks to Peter Dobrich, President of Private Financial Group. Peter shares his proprietary process, Your Life Print FORMula, which has helped him grow organically and improve his client relationships.
- The importance of having a FIT process instead of being all things to all people
- How Peter attracts and connects with business-owner clients
- How you, as an advisor, can easily tap into Private Financial Group’s proven process
- The much-needed mindset shift from financial advisor to CEO
- And more
Connect With Duncan:
- Pareto Systems
- Schedule a Call
- Duncan on LinkedIn
Connect With Peter:
- The Blue Square Toolkit™ by Pareto (Start your 14-day free trial today!)
- ProudMouth – Be Your Own Loud
About Our Guest:
Peter Dobrich/PFG is a Managing Partner with Q Wealth, a Portfolio Management firm. Peter personifies what it means to be the Advisor of the Future. He is a true CEO and a current client of Pareto Systems. Peter and his team are based out of Windsor, ON, Canada.
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