Year-End Planning with Purpose: Becoming the Advisor of the Future

In this episode of The RARE Advisor, Aaron Grady and Duncan MacPherson explore how financial advisors can approach year-end planning with intention and purpose. Rather than focusing solely on metrics and spreadsheets, they discuss the importance of aligning your “why” with your process and practice. Drawing on Japanese philosophies like Ikigai, Kaizen, Kintsugi, and Wabi Sabi, they share insights on creating a more meaningful, resilient, and sustainable business. Learn how embracing continuous improvement, authenticity, and technology can help you become the advisor of the future.

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The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

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