Tag Archives: Technology

Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)

Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)

Advisor, Business, Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , , , , ,

In this episode of The Always On Podcast, host Duncan MacPherson sits down with Peter Velardi, founding partner at JPTD Partners, to discuss the essential systems financial advisors need to scale their businesses, optimize referrals, and maximize enterprise value for a successful exit.

In this episode, you’ll learn:

  • The three-phase approach to business growth: survival, scaling, and monetization
  • How to automate referrals without looking opportunistic
  • Why financial professionals should start planning their exit strategy earlier than expected
  • The evolving M&A landscape and how private equity is reshaping opportunities for advisors
  • Common blind spots in succession planning and the best ways to mitigate risk

If you’re looking to build a business that’s valuable, sellable, and scalable, this episode is packed with insights you don’t want to miss.

Resources:

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Connect with Peter Velardi:

About Our Guest

Peter has spent the last 40+ years helping organizations and individuals grow and monetize in the financial services industry. He spent half that time as a senior leader working for a Fortune 50 Financial Advisory/Wealth Management firm leading a distribution organization of over 5,000 Financial Advisors and leaders. Over recent years, Peter has exercised his entrepreneurial muscles in various roles with 20+ startups as an advisor, board member, C Suite leadership and M & A consultant, investor, owner operator and more. He is grateful for both the learnings and multiple exits that have led to the success he is experiencing now. Most recently, Peter spends most of his time talking with C Suite leaders of Financial Advisory/Wealth Management firms. He helps them grow, scale and exit through his AI based automated referral software company, ReferMe IQ and as a partner in a boutique PE consulting firm, JPTD Partners. Personally, he is married to Janine for 35 years, and has 3 adult children – Peter, Nick and Serena. The Velardi’s enjoy all things health and fitness, water sports (wakesurfing), snow skiing/boarding and travel and adventure.

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Purpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65)

Advisor, Education, Finance, Financial, , , , , , , , , , , , , , , , , , , , , ,

Building meaningful client relationships is essential for long-term success in financial services.

How can you enhance client experiences and ensure lifelong fulfillment while delivering unmatched value?

This week, Duncan MacPherson is joined by Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast.

They explore the significance of purpose in building a client-centric practice, the distinctions between client service and client experience, and actionable insights from Rob’s book, “The Truest Fan” and its forthcoming sequel, “The Truest Fan Blueprint.”

They discuss:

  • Enhancing Client Experience: The difference between client service and client experience
  • The Truest Fan Blueprint: Rob’s upcoming book, which provides a roadmap for financial advisors to incorporate purpose into their practice
  • Balancing Productivity with Purpose: The importance of maintaining purpose-driven productivity and understanding clients to solve their problems effectively
  • Leveraging Technology: The role of AI and video messaging in personalizing client relationships and enhancing process efficiency
  • Personal Touches: The value of small, thoughtful gestures in client interactions
  • Niche Marketing: Strategies for identifying and serving specific client segments effectively
  • And more!

Resources:


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Connect With Rob Brown:

Promotions:

About Our Guest:

Rob Brown is the founder of Truest Fan Coaching and the author of Truest Fan: Live, Love, and Lead with Purpose and Impact and Delivering the Ultimate Client Experience. His journey from being a top financial advisor to becoming a sought-after mentor for hundreds of advisors highlights his leadership strengths. Now, as a coach to some of the industry’s top advisors, Rob turns his insights into actionable strategies—the foundation of Truest Fan Coaching. He also hosts The Purpose-Focused Advisor podcast, where he shares his experience and wisdom. His upcoming book, The Truest Fan Blueprint, will be released soon. On a personal note, Rob is a devoted husband, father of triplet daughters, proud grandfather, and a lifelong Cleveland Guardians fan.

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The Advisor of Tomorrow with Isaac Richard III (Ep. 59)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , , ,

Newer advisors in the industry are always thinking of ways to not just survive but thrive.

Meanwhile, more experienced advisors want to attract younger talent as part of their continuity and succession plan.

Let’s explore this transition to the next generation and how it coincides with a similar wealth transition among clients. In this episode, Duncan MacPherson speaks with Isaac Richard III, CEO of Mavros Capital, about forward-thinking growth strategies that cater to the advisor and client of tomorrow.

They discuss:

  • How younger advisors can break through the “reputational equity” barrier
  • The evolving needs of Gen 2 clients and their family dynamics
  • The essential role of technology, particularly AI, in modernizing advisory services and client interactions
  • Actionable insights into advisor branding
  • How to enhance your fee-worthiness in the current environment
  • And more

Resources:

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Connect With Isaac:

Promotions:

About Our Guest:

Isaac Richard III is CEO of Mavros Capital, a premier multi-family office and strategic advisor to some of the world’s most accomplished and influential entrepreneurs, visionaries, athletes, families and institutions. Mavros integrates a platform of family office, asset management and investment banking solutions continuing to shape the future of how significant wealth is managed, how capital is deployed and how legacies are extended across generations.

Isaac manages the firm’s strategic direction and continues to serve select single-family offices and UHNW clients. As an avid investor, Mr. Richard chairs the firm’s Investment Committee, leading the Mavros expansion offering bespoke asset management strategies across both public and private markets that includes venture capital, private equity, private credit and real assets. Prior to Mavros, Isaac spent his career as a private advisor at Morgan Stanley & First Republic & J.P. Morgan.

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Being Process-Driven With Peter Dobrich

Being Process-Driven With Peter Dobrich (Ep. 36)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , , , ,

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.

They discuss:

  • 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

Resources:

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Connect With Peter:

Promotions:

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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