S1 E3: The Paul Bourbonniere Episode

Today, we're going to talk to Paul Bourbonniere, a top advisor based on Toronto. He and his firm manage over $450M in assets. We had a great conversation about: how has he built his unique ability, where does he spend his time today, compared to when he started in the business, and when he was one of Dan Sullivan's first individual clients. Also, how the 80% helped him make changes more quickly to his business. He talks about his 25-year plan and how he's not retiring in the conventional sense. We had a really interesting discussion about he talks to his clients about the fact that the isn't retiring in the conventional sense. He talks a good bit about how he's responded to this new regulation where they have to express fees as a flat amount, and also to get ahead of this new regulation. He talks about tax mitigation, around how an example of clients paying 1% to 2%, to save taxes on the tax bracket being 54$ at he highest level. And also, how did they think differently about this change, compared to how other advisors may have approached it and how that helped them get ahead of it. We have a good conversation about mindset, in terms of the team that he's got in the office, using Kolbe processes, and there's a good discussion about how they're attracting clients today around mindset, and some changes of having to let clients go in some cases and how that was empowering to them, and they've become really selective today. We wrap up the discussion talking about family dynamics, around things like what role does he and his team play in clients' lives, and how they're able to be an advocate for their client, really get to the truth of the matter and be helpful to the family. Find out if you're a 10x Advisor! Take the scorecard - http://www.knowyourscore.coach/scorecards/c2e0c124396db336be1616ae03ed2357/surveys

There are no comments yet.

Please log in to write the first comment.