Ep 70: Strategies For Moving Past Comfort Zones and Achieving Growth

Episode 70: Strategies For Moving Past Comfort Zones and Achieving Growth

Guest: Duncan MacPherson

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today’s guest is Duncan MacPherson, CEO of Pareto Systems and author of The Advisor Playbook and The Blue Square Method. Duncan specializes in helping financial professionals build high-performance businesses with purpose. In this episode, he shares how to push beyond plateaus and implement growth strategies through intentional practice management and mindset shifts.

Key Takeaways:

✅ Overcoming Comfort and Fear – Growth requires stepping out of your comfort zone and embracing calculated risks instead of clinging to familiar success.

✅ Avoid Growth Plateaus – Many advisors stall due to staffing bottlenecks or over-complexity. Regularly reassessing capacity and systems is crucial to scaling.

✅ Self-Awareness as a Growth Tool – Understanding where you are—coasting, cresting, or climbing—lets you take small, meaningful steps toward long-term success.

✅ Implement the Blue Square Method – Build a values-based, client-centric business that emphasizes process optimization, profitability, and purpose.

✅ Decommoditize Your Value – Differentiate yourself by refining the client experience and developing intellectual property that showcases your unique approach.

Connect with Duncan MacPherson

🌐 Pareto Systems
📘 The Blue Square Method
🎧 Always On Podcast
🔗 LinkedIn

Connect with Catherine Tindall

🔗 LinkedIn
📩 Sign Up for Newsletter
📧 Email: admin@dominiones.com
🌐 Visit Dominion Enterprise Services

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