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Listen "Being Process-Driven With Peter Dobrich (Ep. 36)"
Episode Synopsis
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:
Your Life Print FORMula: Private Financial Group
Connect With Duncan:
Pareto Systems
1.866.593.8020
Schedule a Call
Duncan on LinkedIn
Connect With Peter:
Private Financial Group
LinkedIn: Peter Dobrich
Promotions:
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.
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:
Your Life Print FORMula: Private Financial Group
Connect With Duncan:
Pareto Systems
1.866.593.8020
Schedule a Call
Duncan on LinkedIn
Connect With Peter:
Private Financial Group
LinkedIn: Peter Dobrich
Promotions:
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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