Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73)

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Always On with Duncan MacPherson

Duncan MacPherson

85 episodes

4 days ago

If you are committed to continually working on yourself and your business, this podcast is for you. Always On is dedicated to and features relentlessly innovative, ambitious, and balanced business professionals who are motivated by personal and professional plateau avoidance. Join host Duncan MacPherson, best-selling author, thought leader, speaker, Business Coach, and CEO of Pareto Systems, as he interviews some of the top business professionals today.

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Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73)

Always On with Duncan MacPherson

51 minutes 46 seconds

8 months ago

Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73)

In this episode, Duncan MacPherson speaks with Paul Blanco, CEO of Barnum Financial Group and host of the “Small Steps, Big Wins” podcast. Paul shares insights into cultivating a growth mindset, avoiding plateaus, and the importance of working on your business, not just in it. He discusses how his firm has scaled from 9 to 365 advisors, leveraging efficiency tools like Zoom AI and CRM systems to stay ahead in the competitive world of financial services. Paul also reflects on the evolving role of financial advisors, the shift from advisors to CEOs, and the growing importance of embracing technology like AI to stay relevant.
In this episode, you’ll learn:

* How Barnum Financial Group scaled from 9 to 365 advisors by embracing a growth mindset.
* Practical tips for staying efficient with tools like Zoom AI and CRM systems.
* Why financial advisors need to focus on relationships and process, not just products, for long-term success.

Resources:

* Small Steps, Big Wins Podcast – Paul’s weekly podcast focusing on industry insights and entrepreneurial success.
* Zoom AI – Explore how Zoom’s AI can help improve client interaction efficiency.
* AI Whitepaper for Financial Professionals – Join the Waitlist

Connect With Duncan MacPherson:

* Pareto Systems
* 866.593.8020
* Schedule a Call
* Duncan on LinkedIn

Connect with Paul Blanco:

* LinkedIn
* Barnum Financial Group

About Our Guest
Paul Blanco is the founder and CEO of Barnum Financial Group, an award-winning provider of comprehensive personalized planning, investment and protection solutions, and financial literacy programs to clients across the United States. Throughout his career, Paul has been a tireless advocate for his firm and the communities it serves as well as for the financial services industry.
He hosts a weekly podcast – Small Steps, Big Wins – which focuses on the financial world and more. Paul sits down with a special guest each week to discuss important topics within the financial sector and explore what it takes to be successful in our everyday lives.
CRN202802-8131593 Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. CRN202802-8118135