An ongoing series with Duncan MacPherson. At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations, meetings and events.
I have to say with all sincerity, the best thing to ever happen to me is that nothing, and I mean nothing came easily. I don't know about you, but this time of year, I spent a fair amount of time contemplating what I'm grateful for. My terrific wife and fantastic kids instantly come to mind, of course, but when it comes to my own personal and professional development, the best thing to ever happen to me was that success was hard.
Marketing is what you say, branding is what they hear. Join Duncan in this episode of the Blue Square Series as he discusses how your value is more often bought than sold and how branding ultimately impacts someone's ability to come to their own conclusions about the alignment between what you provide and what it is they want. We work our Blue Square clients to help them turn the current market volatility into refer-ability. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html
Are you ready for a Renaissance? In this session Duncan MacPherson discusses the major opportunity we have right now for up-market growth for those professionals not misled with complacency or struggling under capacity limits.
Elevate the client experience by transitioning to a process driven environment and shift from organic to scalable growth. In this episode, Duncan provides valuable insight into overcoming the 'red-zone' of scalable growth to building a truly franchise ready business.
In this episode, Duncan discusses the importance and usefulness that video can have in your business. Video acts as an initial connection point to get to know you better and helps to address and answer the sort of unspoken questions that viewers may have. Looking to incorporate high quality video into your practice? Check out our friends at Idea Decanter who can help you prepare, shoot and edit video to professionally convey your messaging: www.ideadecanter.com
How do you help your clients communicate your value to others so that you actually receive qualified referrals? Hint: It's not by communicating your minimum asset level.
Focus on 'what could be' rather than dwell on 'what could have been.' In this episode, Duncan discusses how, during times of turbulence and volatility, the art and science of being a Financial Advisor is revealed as this isn't just about wealth management, it's more about relationship management.
Attention advisors! It's time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Duncan joins Matt Halloran on the Top Advisor Marketing Podcast. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today's advisors. You will learn: How to use strategic, agenda-driven meetings to elevate the client experience What outcome advisors are seeing from rebranded client meetings The difference between stewardship and salesmanship Why elite financial professionals choose to outsource 4 3 essential keys to making a video that clients will love and remember 5 How to develop a process-driven approach to attract more clients And more! Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!
The best in any field of endeavor are masters at identifying and responding to unexpected situations. Being nimble means you can pivot on a dime and take action. Take, for example, the kids of your best clients. Those in the 12th grade have had their graduation plans upended. No gowns, no prom, no ceremony. How about those in college or university? Final exams written at home with anticlimactic fanfare. Why not send those kids a beautiful card to pay tribute to their accomplishment? And life goes on. Birthdays, anniversaries and other milestones and life events have been celebrated virtually recently. Why not respond tangibly with a beautiful Lavish Card. You can also consider sending a copy of The Richest Man in Babylon - a great book for young adults embarking on a road to financial independence. Either way, while others watch things happen, be the one who makes things happen. Strengthening a relationship with a family can be achieved by bringing value to the next generation. And you also get to dig your well before you're thirsty. Use this downtime to catch up on your reading, visit: Duncan's Recommended Reading: paretosystems.com/recommended-reading
A very enlightened lady said to me, "I've got a book, not a business. That's why I'm working so hard with you." Because she wants to build something. She wants us to help her get out of this transactional world. She's completely fee-for-service now, and focusing more on the enterprise value of her business.
A very enlightened lady said to me, "I've got a book, not a business. That's why I'm working so hard with you." Because she wants to build something. She wants us to help her get out of this transactional world. She's completely fee-for-service now, and focusing more on the enterprise value of her business.
Don't just make your clients the voice you listened to, make your team the voice as well. Understanding how you're perceived and how your value is articulated by everybody on your team can help you raise the client experience and increase your rate of referrals.
Join Duncan as he discusses the impact of repositioning your 'Review Meetings' into 'Strategy and Tactical Meetings' where you invest the past into the future and make it an extension of your overarching process.
How do you help your clients communicate your value to others so that you actually receive qualified referrals? Hint: It's not by communicating your minimum asset level.
Stay in touch virtually while you're out of reach physically. In this episode Duncan discusses how to incorporate video into your process to attract and maintain Ideal Clients. Visit the Pareto Systems Knowledge Bank for the link to Idea Decanter and other resources that will help you re-focus your business: https://paretoacademy.com/knowledge-bank-volatility.html
Gratitude is the foundation for your goals and aspirations and vision for the future. In this episode Duncan discusses how, as advisors work through the current chaos, there's a golden opportunity to grow down and go upmarket. Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you re-focus your business and come out stronger: https://paretoacademy.com/knowledge-bank-volatility.html
Are you ready for a Renaissance? In this video Duncan MacPherson discusses the major opportunity we have right now for up-market growth for those professionals not misled with complacency or struggling under capacity limits.
Join Duncan as he delves into why you need to know how your clients communicate your value beyond just waving your flag, and how they can they motivate somebody to feel compelled to take action. Because as easy as it is for a prospective client to meet you, it's always easier not to.
Join Duncan as he delves into why you need to know how your clients communicate your value beyond just waving your flag, and how they can they motivate somebody to feel compelled to take action. Because as easy as it is for a prospective client to meet you, it's always easier not to.
In this episode Duncan discusses how progress comes as much from WHO you're exposed to as it does from WHAT you're exposed to. Right-sizing your book of business will allow you to focus on the clients that DESERVE you rather than the clients that NEED you.
Adversity or friction can serve you, not hurt you.. In this episode of the Blue Square Video Series, Duncan discusses how 'moments of truth' can become an opportunity to start anew and lead to, effectively, a re-onboarding of the client. Do Duncan's strategies resonate with you? Then the Blue Square Method consulting program may be a fit for you! Visit the Pareto Systems website at https://www.paretosystems.com/blue-square.html to learn more. #businessdevelopment #practicemanagement #branding
Create capacity for future growth. In this episode Duncan speaks to viewing the current downtime as a mixed blessing and an opportunity to refine and optimize your processes by taking your Strategy and Tactical Meetings online. For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: paretoacademy.com/knowledge-bank-volatility
Attention advisors! It's time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Duncan joins Matt Halloran on the Top Advisor Marketing Podcast. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today's advisors. You will learn: How to use strategic, agenda-driven meetings to elevate the client experience What outcome advisors are seeing from rebranded client meetings The difference between stewardship and salesmanship Why elite financial professionals choose to outsource 4 3 essential keys to making a video that clients will love and remember 5 How to develop a process-driven approach to attract more clients And more! Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!
A turnkey, actionable process to ignite emotion and create professional contrast. Join Duncan MacPherson, Author of The Advisor Playbook, and Steve Phillips, Brand Consultant, and CEO of Advisor Protocol, as they speak to the three most important things to consider when developing a branding strategy and how to address them: 1. Do your clients understand and appreciate everything you do? 2. Do you know how are you described? 3. Do you and your team know how to articulate your value? To learn more about creating your brand identity and Advisor Protocol please visit: https://www.advisorprotocol.com/
Professionalize and standardize your approach to shift from an organic to a scalable model. In this episode of the Blue Square Method, An Attitude of Gratitude, Duncan discusses the importance of being grateful for the many things that you've accomplished, while still aspiring to achieve your ambitions.
The path to self-actualization, and the best version of ourselves, requires adversity for what it makes of us. In this episode of the Blue Square Video Series, Duncan suggests you have to start evolving your messaging because, as each day of this volatility goes by, you can't just say exactly the same thing. Visit the Pareto Systems Knowledge Base for videos, scripts and templates to help you evolve your messaging: paretoacademy.com/knowledge-bank-volatility
In this episode, Duncan MacPherson provides actionable strategies to help you finish 2020 strong and position yourself for a great 2021! By focusing your efforts on the 20% clients who helped generate 80% of your business, and ratcheting up your service matrix, you will differentiate yourself from the crowd and convert clients into referral generating advocates. Complimentary Pareto e-Summit Invitation: 'Foresight From 2020 - How to Finish Strong and Build Momentum for 2021' - Sept 24th at 10am ET - REGISTER/MORE INFO: paretosystems.com/virtual-summit
In this episode of The Blue Square Method, Duncan discusses how the purest form of client acquisition is not going out and trying to convince new people, but working with the people who are already convinced and showing them how to convince people on your behalf.
Scale your growth and achieve a multiplier to monetize fully. In this episode of the Blue Square Method, An Attitude of Gratitude, Duncan discusses the four cornerstones of the client experience: the onside process, the onboarding process, the ongoing process, and the onwards process to help you shift from fit, and the alignment of interest, to creating contrast and onboarding that client and fast tracking them to advocate status. For more information on scaling your growth and the four cornerstones on the client experience, visit the Pareto Systems website and check out the Total Client Engagement process: www.paretosystems.com/total-client-engagement
Support, sift and strengthen your client relationships to focus on commonalities of your client's interests, beyond just money and the technical, to truly stand out from the pack and be their voice of reason.
Support, sift and strengthen your client relationships to focus on commonalities of your client's interests, beyond just money and the technical, to truly stand out from the pack and be their voice of reason.
In this episode Duncan speaks to how high caliber advisors are utilizing the down-time to refine their processes to create capacity for future growth. For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html
In this episode, Duncan discusses the importance and usefulness that video can have in your business. Video acts as an initial connection point to get to know you better and helps to address and answer the sort of unspoken questions that viewers may have. Looking to incorporate high quality video into your practice? Check out our friends at Idea Decanter who can help you prepare, shoot and edit video to professionally convey your messaging: www.ideadecanter.com
Join Duncan as he discusses the impact of repositioning your 'Review Meetings' into 'Strategy and Tactical Meetings' where you invest the past into the future and make it an extension of your overarching process. Thursday, October 22nd, join Duncan, and a small, select group of successful Financial Advisors for our e-Mastermind event! We will discuss what the best in the industry are doing right now to come out of the current environment stronger than ever and what they are doing to refine their scalable growth strategy. Click here to learn more or register you and your team: www.paretosystems.com/e-mastermind
In this episode of the Blue Square Series, Duncan suggests taking this opportunity to work on your own personal and professional development as minor adjustments can lead to major enhancements. For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html
In this episode, Duncan suggests, as one of the silver linings that have come out of 2020, that this is an excellent opportunity for fee-for-service professionals to grow down their business. This will free up your time for the clients who deserve you as opposed to the clients who need you and allow you to shift from broadcasting to the masses to narrowcasting to your most deserving clients where the alignment of interest, now and in the future, is just absolutely ideal. Complimentary Pareto e-Summit Invitation: 'Foresight From 2020 - How to Finish Strong and Build Momentum for 2021' - Sept 24th at 10am ET - REGISTER/MORE INFO: https://paretosystems.com/virtual-summit.html
In this episode, Duncan suggests, as one of the silver linings that have come out of 2020, that this is an excellent opportunity for fee-for-service professionals to grow down their business. This will free up your time for the clients who deserve you as opposed to the clients who need you and allow you to shift from broadcasting to the masses to narrowcasting to your most deserving clients where the alignment of interest, now and in the future, is just absolutely ideal. Complimentary Pareto e-Summit Invitation: 'Foresight From 2020 - How to Finish Strong and Build Momentum for 2021' - Sept 24th at 10am ET - REGISTER/MORE INFO: https://paretosystems.com/virtual-summit.html
In this episode, Duncan MacPherson provides actionable strategies to help you finish 2020 strong and position yourself for a great 2021! By focusing your efforts on the 20% clients who helped generate 80% of your business, and ratcheting up your service matrix, you will differentiate yourself from the crowd and convert clients into referral generating advocates. Complimentary Pareto e-Summit Invitation: 'Foresight From 2020 - How to Finish Strong and Build Momentum for 2021' - Sept 24th at 10am ET - REGISTER/MORE INFO: paretosystems.com/virtual-summit
In this episode Duncan discusses the benefit of being in a 'state of flow' and how right now there's an opportunity for you to rethink your business, and your focus, to get to a real state of fulfillment and potentially go up market to a higher-caliber client. Visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates that will help you not only survive, but thrive during these turbulent times: paretoacademy.com/knowledge-bank-volatility
In this episode Duncan discusses the benefit of being in a 'state of flow' and how right now there's an opportunity for you to rethink your business, and your focus, to get to a real state of fulfillment and potentially go up market to a higher-caliber client. Visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates that will help you not only survive, but thrive during these turbulent times: paretoacademy.com/knowledge-bank-volatility
Everything is possible, but virtually nothing is certain. In periods of difficulty we find ourselves lurking. When you have a plan C and you think through all the contingencies, and spend a lot less time worrying. Join Duncan as he discusses the power of plan C and the impact it can have on you and your team when developing your strategy or plans. Do you have a 'Plan C'? Visit our website to learn more about our customized consulting designed to help you re-focus your business and take it to new heights: www.paretosystems.com
Everything is possible, but virtually nothing is certain. In periods of difficulty we find ourselves lurking. When you have a plan C and you think through all the contingencies, and spend a lot less time worrying. Join Duncan as he discusses the power of plan C and the impact it can have on you and your team when developing your strategy or plans. Do you have a 'Plan C'? Visit our website to learn more about our customized consulting designed to help you re-focus your business and take it to new heights: www.paretosystems.com
When it comes to consistent client acquisition through advocacy, when it comes to fee-worthiness, client loyalty and total client engagement over the lifetime of a relationship, your technical ability and core competency really matters. But when it comes to professional contrast and ensuring that people really understand and appreciate your value, the words matter too. We work with our Blue Square Consulting Clients to improve their phraseology and ensure their clients fully appreciate and understand their value. Click here to learn more: www.paretosystems.com/blue-square
Gratitude is the foundation for your goals and aspirations and vision for the future. In this episode Duncan discusses how, as advisors work through the current chaos, there's a golden opportunity to grow down and go upmarket. Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you re-focus your business and come out stronger: https://paretoacademy.com/knowledge-bank-volatility.html
Don't just make your clients the voice you listened to, make your team the voice as well. Understanding how you're perceived and how your value is articulated by everybody on your team can help you raise the client experience and increase your rate of referrals.
Elevate the client experience by transitioning to a process driven environment and shift from organic to scalable growth. In this episode, Duncan provides valuable insight into overcoming the 'red-zone' of scalable growth to building a truly franchise ready business.
When it comes to consistent client acquisition through advocacy, when it comes to fee-worthiness, client loyalty and total client engagement over the lifetime of a relationship, your technical ability and core competency really matters. But when it comes to professional contrast and ensuring that people really understand and appreciate your value, the words matter too. We work with our Blue Square Consulting Clients to improve their phraseology and ensure their clients fully appreciate and understand their value. Click here to learn more: www.paretosystems.com/blue-square
In this episode of The Blue Square Method video Duncan discusses consistency and integrity around fees and the importance of never negotiating your value. We work with our Blue Square Method clients to ensure they articulate their value and have a community of clients who are enlightened, respect their value, and are engaged in the process. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html
Marketing is what you say, branding is what they hear. Join Duncan in this episode of the Blue Square Series as he discusses how your value is more often bought than sold and how branding ultimately impacts someone's ability to come to their own conclusions about the alignment between what you provide and what it is they want. We work our Blue Square clients to help them turn the current market volatility into refer-ability. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html
In this episode of The Blue Square Method, Duncan discusses the concept of right-sizing your book of business so you can focus your efforts on your client advocates who fully empower you.
In this episode of The Blue Square Method Duncan discusses Franchise Readiness and combining congruency, continuity and succession simultaneously into your practice to achieve absolutely incredible results. To learn more about becoming a Franchise Ready Advisor visit our website at: https://www.paretosystems.com/franchise-ready.html
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