『Sterling Insights』のカバーアート

Sterling Insights

Sterling Insights

著者： Roger Silk
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 Tune into Sterling Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Sterling Insights and empower your advisory practice with the knowledge to succeed.Copyright 2024 Sterling Insights. Roger Silk. All Right Reserved. マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 個人ファイナンス 経済学
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  • Episode 45: How Top Advisors Scale with Purpose Using the 80/20 Rule and Practice Management

    Episode 45: How Top Advisors Scale with Purpose Using the 80/20 Rule and Practice Management
    2025/12/24
    Most advisors manage money—but what separates the top 20% from the rest is how they manage relationships, structure their practice, and scale with intention. Are you investing your time where it matters most? In this episode of Sterling Insights, Roger sits down with Duncan MacPherson, CEO of Pareto Systems and a practice management expert for top financial advisors. Together, they explore how elite advisors create enterprise value by professionalizing their client experience, sharing valuable insights and practical tips for listeners. Duncan draws from over 30 years of experience to discuss the pitfalls of plateauing, the power of process, and how to grow a business that truly serves your life. This episode is a must-listen for advisors who work with high-net-worth clients and want to grow by design—not by default, providing both knowledge and tools to navigate this critical evolution. Key Takeaways: ● 🧠 The 80/20 Principle in Practice: How elite advisors focus 80% of their energy on the 20% of clients who drive results—and why most advisors still get it backward. ● 🛠️ Professionalizing the Client Experience: Why it’s no longer enough to rely on product and performance, and how to build a proprietary process that creates real differentiation. ● 📈 From Practice to Business: The stages of growth—growing, teaming, scaling, and exiting—and how to move from reactive to intentional. ● 🎯 Finding and Serving Your Ideal Client: Tools like the Practice Management Index (PMI) help advisors identify gaps and realign around what matters most. ● 🤝 Positioning vs. Pitching: Why complex clients don’t want to be sold—they want to buy into a vision, process, and partnership. Quotes from Duncan MacPherson: ● "You’re not asking a client to buy something—you’re asking them to buy into something." ● "The business is supposed to serve your life, not the other way around." ● "If you're not adapting, you're plateauing. Minor adjustments over time can lead to major improvements." 🔗 Conclusion: Success today isn’t just about assets under management—it’s about building a business with process, purpose, and professional contrast. If you want to scale intentionally and future-proof your practice, this episode is your starting point. Connect with Duncan: Website: www.paretosystems.com Podcast: https://always-on-with-d-macpherson.blubrry.net/ Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 分
  • Bonus: Succession, Governance & Growth: How CPA Firms Build Transferable Value

    Bonus: Succession, Governance & Growth: How CPA Firms Build Transferable Value
    2025/12/23
    Are CPA firms really ready for succession—or just hoping they’ll figure it out later? Discover why waiting is the costliest mistake a firm can make.In this episode of Sterling Insights, guest host Charles Trakas sits down with a seasoned advisor and CPA-turned-growth consultant, Daniel McMahon. Together, they explore succession planning, governance, and building enterprise value in CPA firms, sharing valuable insights and practical tips for listeners. Drawing from decades of experience in public accounting and management consulting, the guest unpacks the common challenges firms face when planning for transition and offers actionable advice to create firms that are sustainable, transferable, and truly valuable.This episode is a must-listen for firm leaders, partners, and advisors working with CPA firms, providing both knowledge and tools to navigate succession with confidence.Key Takeaways:● 🔁 Succession Is a Process, Not an Event: Planning early and treating succession like a process—rather than a one-time event—ensures smoother transitions and sustained firm value.● 🧱 Strong Governance Builds Strong Firms: Implementing clear governance structures creates accountability, alignment, and sets the foundation for long-term growth.● 🕰️ The Tyranny of the Now: Many firm owners delay planning because they’re overwhelmed by day-to-day demands—this mindset threatens future viability.● 🧠 Intellect Isn’t Enough—Action Is Required: Even highly intelligent partners struggle to act on succession plans without outside support and structure.● 💼 Build a Business, Not Just a Book: Firms that are sustainable and transferable command higher valuations and are more attractive to buyers or internal successors.Quotes from Daniel McMahon:● “I’m not here to outsmart my clients. I’m here to help them take a step forward.”● “Governance isn’t just board minutes—it’s a cultural process that drives alignment.”● “If your firm is sustainable and transferable, you’re not just selling a practice—you’ve built an enterprise.”🔗 Conclusion:Succession doesn’t start when you’re ready to exit—it starts when you decide to build a firm that can thrive without you. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 分
  • Bonus: Succession Planning and Business Exit Strategies for Entrepreneurs

    Bonus: Succession Planning and Business Exit Strategies for Entrepreneurs
    2025/12/18
    What happens when a corporate dealmaker hits midlife and chooses law school over a sports car? In this episode, discover how attorney Kevin Timson brings deep business insight to legal strategies that help entrepreneurs and auto dealers plan smarter exits and succession.In this episode of Sterling Insights, guest host Peter Florio sits down with Kevin Timson, an attorney at ArentFox Schiff with over 25 years of combined business and legal experience. Together, they explore succession planning, business exits, and long-term legal strategy for entrepreneurs and automotive dealership owners, sharing valuable insights and practical tips for listeners. Kevin draws from his unique path—from business development to boutique law firms to a national firm—offering real-world advice on navigating ownership transitions, valuations, and family business complexities. This episode is a must-listen for advisors, attorneys, and business owners planning for the future, providing both knowledge and tools to navigate this critical phase of business life.Key Takeaways:● 🔁 Succession Planning Isn’t One-Size-Fits-All: Kevin explains how every succession plan must be tailored to the family dynamics, asset types, and future goals of each business owner.● 💼 Valuation is More Art Than Science: Owners often cling to fixed numbers, but Kevin emphasizes that value is ultimately what a willing buyer and seller agree on.● 🧠 Business Owners Struggle to Zoom Out: Many entrepreneurs get stuck in day-to-day operations and neglect long-term planning—until it's too late.● 🧭 Trust is the Cornerstone of Advisory Relationships: Whether attorney or wealth advisor, success starts with mutual trust and a shared goal.● 🛠️ Your Legal Partner Should Be a Problem-Solving Sherpa: Kevin sees himself as a flexible problem-solver who listens first and then curates legal strategies from a vast network of resources.Quotes from Kevin Timson:● "You never step in the same river twice—every business transition is unique."● "The best valuation is what a willing buyer and a willing seller can agree on."● "I aim to be a continuity-of-care provider—someone clients can trust across every phase of the journey."🔗 Conclusion:Whether you're a business owner nearing retirement or an advisor guiding clients through transitions, this episode delivers essential wisdom on how to plan with clarity, confidence, and the right team beside you.Connect with Kevin:Website: https://www.afslaw.com/attorneys/kevin-timsonWith Your Guest Host Peter Florio:Peter F. Florio, CFP®, CLU®, ChFC®, CExP™, CLTC®, is the Founder and Managing Partner of The Florio Wealth Management Group in Westbury, NY. With nearly 40 years of experience, he provides comprehensive wealth, tax, and financial planning for high-net-worth individuals and business owners across the country.Connect with Peter:Website: https://www.floriowmg.comLinkedIn: https://www.linkedin.com/company/florio-wealth-management-group/Facebook: https://www.facebook.com/floriowmgCalendly: https://calendly.com/floriowmg Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 分
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