Podcasts about pareto systems

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Best podcasts about pareto systems

Latest podcast episodes about pareto systems

For Advisors By Advisors
For Advisor By Advisors - Interview with Duncan MacPherson, Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals - How to Attract and Not Chase. Words of Wisdom From an Expert!

For Advisors By Advisors

Play Episode Listen Later Nov 6, 2024 38:05


In this episode, we speak with Duncan MacPherson, CEO of Pareto Systems. Duncan is one of the most world renown Financial Advisor Coaches in the world.  He co-authored “The Advisor Playbook” and “the Blue Square Method”.  Duncan goes into how advisors that are at the top build without the goal of building.  How advisors become attractive and why advisors should never ask for referrals to be a top tier advisor.  This was a great conversation and I hope you enjoy it and find it valuable!  Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast.  I'm always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
Sustainable and Scalable Growth: A Leading Coach's Advice on How to Achieve it

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

Play Episode Listen Later Jun 27, 2024 47:06


Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It's like having a free session on growth with one of the best coaches in the business.

Always On with Duncan MacPherson
Shaping Your Branding Strategy: How to Run a Client Advisory Council with Mike “Cy” Cajthaml Jr. (Ep. 53)

Always On with Duncan MacPherson

Play Episode Listen Later Feb 1, 2024 55:16


In your mind, you have a certain brand image and value proposition for your business. Do your clients see it the same way? Are your clients well-equipped to tell your story for you and be your biggest advocates? Join Duncan MacPherson and Mike “Cy” Cajthaml Jr., a business consultant at Pareto Systems, as they delve … Continue reading Shaping Your Branding Strategy: How to Run a Client Advisory Council with Mike “Cy” Cajthaml Jr. (Ep. 53) →

Always On with Duncan MacPherson
Embracing the C-Suite with Max and Lucas Winthrop (Ep. 49)

Always On with Duncan MacPherson

Play Episode Listen Later Nov 16, 2023 86:16


For years, financial advisors saw themselves as brokers, being mostly transactional and product-driven. Today, advisors wear many hats. It's no longer just a book of business, but an actual business! In this episode, Duncan MacPherson joins Max Winthrop, CEO, and Lucas Winthrop, COO, of Winthrop Wealth and long-time clients of Pareto Systems. They emphasize the … Continue reading Embracing the C-Suite with Max and Lucas Winthrop (Ep. 49) →

The Millionaire Next Door
Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)

The Millionaire Next Door

Play Episode Listen Later Nov 9, 2023 50:55


Advisors, are you currently evolving your business?  What opportunities and information might your clients miss if you don't continue growing your practice? This week, Rob Curtiss brings back Mike Cy, a returning guest and business consultant at Pareto Systems. Rob and Mike discuss the importance of communication and building relationships with clients and explain why … Read More Read More

Wicked Pissah Podcast
#160 - Duncan MacPherson - The Blue Square Method (2023.06.21)

Wicked Pissah Podcast

Play Episode Listen Later Jul 4, 2023 65:06


As a financial professional, are you working in your business, or are you working on your business?  Today we are joined again by renowned professional coach and author, Duncan McPherson.  Chapter Past Presidents Brad Wright & Chris Boyd discuss with Duncan some of the powerful insights from the book, The Blue Square Method, which he co-authored with Chris Jeppesen.  The Blue Square Method is about building a business and a life … finding that balance and developing a business that serves clients effectively, efficiently, and compellingly so that they become raving fans with branded processes, all while building a business that serves your life well.  Additionally, Duncan shares about the virtues of professional coaching services for financial advisors and his team at Pareto Systems.  Okay, let's get started and learn more about the Blue Square Method!   https://www.linkedin.com/in/duncanmacpherson/ https://www.thebluesquaremethod.com/ https://www.paretosystems.com/  

Always On with Duncan MacPherson
How to Maximize Your Life's Work with Sherri Palle (Ep. 39)

Always On with Duncan MacPherson

Play Episode Listen Later May 4, 2023 68:19


Are you 10 years or less from selling your practice? If so, now is the time to start thinking about your succession plan so you can maximize your life's work (i.e., your business valuation). In this episode, Duncan MacPherson speaks with Sherri Palle, business consultant and coach at Pareto Systems, about how business owners can … Continue reading How to Maximize Your Life's Work with Sherri Palle (Ep. 39) →

The Millionaire Next Door
Here's What You Need To Know About Value-Added Service Teams with Mike Cy (Ep. 27)

The Millionaire Next Door

Play Episode Listen Later Apr 25, 2023 30:06


Professionals collaborating with other professionals can lead to more creative solutions, more innovative ideas, and ultimately better results for advisors and their clients. In this episode, Rob Curtiss is joined by returning guest and business consultant at Pareto Systems, Mike Cy, to talk about value-added service teams while referring to the importance of advisors collaborating … Continue reading Here's What You Need To Know About Value-Added Service Teams with Mike Cy (Ep. 27) →

Always On with Duncan MacPherson
Achieving Professional Scarcity and Professional Contrast with Steve Phillips (Ep. 38)

Always On with Duncan MacPherson

Play Episode Listen Later Apr 13, 2023 61:59


Creating professional contrast and scarcity, improving referability, alleviating loyalty fatigue…These are all key pieces of the bigger puzzle: How to grow your practice to the next level? In this episode, Duncan MacPherson speaks with Steve Phillips, chief practice management officer at USA Financial and a business consultant at Pareto Systems. They share best practices and … Continue reading Achieving Professional Scarcity and Professional Contrast with Steve Phillips (Ep. 38) →

Always On with Duncan MacPherson
Avoiding a Plateau: A Case Study in Professional Contrast and Scarcity with Terry Gronbeck-Jones (Ep 37)

Always On with Duncan MacPherson

Play Episode Listen Later Mar 16, 2023 50:54


Sometimes, the best way to grow upmarket is to “grow down” or right-size your business. This can require advisors to adopt changes that seem counterintuitive at first — such as disassociating from certain clients. In this episode, Duncan MacPherson talks to Terry Gronbeck-Jones, co-founder of Mindset Consulting and a business development consultant at Pareto Systems. … Continue reading Avoiding a Plateau: A Case Study in Professional Contrast and Scarcity with Terry Gronbeck-Jones (Ep 37) →

Smart Wealth™ with Thane Stenner: Insights from Pioneers & Leaders

Duncan is the CEO of Pareto Systems, an industryleading business development firm dedicated tothe elite professionals and companies within theknowledge-for-profit sector. Duncan and his team ofconsultants work with professionals in a wide rangeof fields including Financial Services, Insurance,Accounting, Legal, Mortgage, and Consulting tocreate predictable, sustainable, and duplicablebusinesses. Pareto Systems is well known for itsapproach which is based on best practices and forits focus on implementation. As a speaker in high demand, Duncan travelsextensively throughout North America andaround the world, conveying dynamic and factrichpresentations that have made him a popularspokesperson for the knowledge–for-profit industry.Duncan's expertise in demystifying businessdevelopment and marketing in the financial worldhas universal appeal; from the high-level advisorto the successful wholesaler, to corporate financialinstitutions. Duncan's primary goal is to helpProfessionals achieve liberation and order in theirbusinesses through step-by-step methodology andexecution. Duncan is also an industry best-selling author andhas written many books including: The AdvisorPlaybook and The Blue Square Method; themindset and best-practices of top fee-for-serviceprofessionals. Beyond the office, Duncan loves spending time withhis wife and two sons. They enjoy the four-seasonsplayground they call home in beautiful Kelowna,British Columbia, Canada. He enjoys staying activewith recreational activities such as golf, tennis, andskiing.

The Advisor Financing Forum
How To Ensure Your Business Thrives Post Acquisition

The Advisor Financing Forum

Play Episode Listen Later Oct 25, 2022 46:14


Duncan MacPherson, CEO of Pareto Systems and author of "The Blue Square Method" joins Aaron Hasler and Mike Langford to go deep on what financial advisors can do to ensure the get the most out of a business that they acquire. Be sure to check out Katie Bruner's appearance on Episode 27 of the "Always On with Duncan MacPherson Podcast" Bonus: As Duncan mentioned during the show, you can get free access to The Practice Management Index as a listener to our show.

Always On with Duncan MacPherson
Adding a Coaching Dynamic to Your Client Experience with Jeff Ambrose (Ep. 28)

Always On with Duncan MacPherson

Play Episode Listen Later Sep 22, 2022 54:42


There's a huge difference between someone buying your products versus someone buying into a relationship with your practice, people and process. Adding a coaching dynamic to your practice can help you win and retain clients in the long run. In this episode, Duncan MacPherson talks to Jeff Ambrose, business consultant at Pareto Systems. They share … Continue reading Adding a Coaching Dynamic to Your Client Experience with Jeff Ambrose (Ep. 28) →

Wicked Pissah Podcast
Episode 109 - Duncan MacPherson, Pareto Systems

Wicked Pissah Podcast

Play Episode Listen Later Apr 12, 2022 59:56


Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great systems and ideas for marketing and referrals, there is something for all financial planners in this episode! Website: https://paretosystems.com/ App: https://paretosystems.com/app.html LinkedIn: https://www.linkedin.com/in/duncanmacpherson/

Always On with Duncan MacPherson
Women In Wealth – Going Off Script with Sherri Palle and Elaine Christakos

Always On with Duncan MacPherson

Play Episode Listen Later Jan 20, 2022 51:10


The financial world is very male-dominated, often leaving female advisors feeling outnumbered and undervalued. Sherri Palle and Elaine Christakos, long-time financial professionals, Pareto Systems' Business Coaches, and financial women's advocates know this first hand. In this episode, Duncan talks to Sherri and Elaine about their company, The Women are Here, how they strive to help … Continue reading Women In Wealth – Going Off Script with Sherri Palle and Elaine Christakos →

Duncan MacPherson - From the Field
The Best Thing to Happen to Me

Duncan MacPherson - From the Field

Play Episode Listen Later Nov 1, 2021 7:41


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.

Duncan MacPherson - From the Field
Being Brilliant at Branding

Duncan MacPherson - From the Field

Play Episode Listen Later Oct 20, 2021 9:01


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

Duncan MacPherson - From the Field
Ready for the Renaissance - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later Oct 12, 2021 7:03


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.

Duncan MacPherson - From the Field
The Next Frontier for Growth - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later Aug 5, 2021 5:12


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.

Duncan MacPherson - From the Field
A Great Jumping Off Point - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later Jul 29, 2021 7:27


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

Duncan MacPherson - From the Field
Remove the Mystery around your Ideal Client

Duncan MacPherson - From the Field

Play Episode Listen Later Jul 15, 2021 2:41


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.

Duncan MacPherson - From the Field
Let This Serve You Not Hurt You - Blue Square Method

Duncan MacPherson - From the Field

Play Episode Listen Later Jul 13, 2021 13:30


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.

Duncan MacPherson - From the Field
Top Advisor Marketing Podcast ft. Duncan MacPherson

Duncan MacPherson - From the Field

Play Episode Listen Later Jul 5, 2021 26:47


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 Evolving Advisor Podcast
Ep 044: Duncan MacPherson - Coaching Tips For Financial Advisors

The Evolving Advisor Podcast

Play Episode Listen Later Jun 24, 2021 32:27


Today's conversation is with Duncan MacPherson, the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the fee-for-service sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.

Duncan MacPherson - From the Field
Situational Awareness - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later Jun 10, 2021 6:26


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

Duncan MacPherson - From the Field
"I've Got a Book, Not a Business" - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later Jun 1, 2021 6:40


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.

Duncan MacPherson - From the Field
"I've Got a Book, Not a Business" - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later Jun 1, 2021 6:40


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.

Duncan MacPherson - From the Field
Make Your Team the Voice You Listen To - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later May 25, 2021 6:27


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.

Duncan MacPherson - From the Field
The Review Meeting is Obsolete - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later May 12, 2021 6:45


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.

Be Advised - Leading with Value
Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson

Be Advised - Leading with Value

Play Episode Listen Later May 12, 2021 39:04


Business development may sound imposing and intimidating, but it is so important to continually develop to be efficient, sustainable and open to growth.  In this episode, Brad Swineheart is joined by Duncan MacPherson, CEO of Pareto Systems, author, coach, and keynote speaker on practice management to discuss some tactical ways to approach your current client … Continue reading Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson →

Duncan MacPherson - From the Field
Remove the Mystery around your Ideal Client 

Duncan MacPherson - From the Field

Play Episode Listen Later Apr 27, 2021 2:41


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.

Duncan MacPherson - From the Field
Use Video to Become a Prospecting Star

Duncan MacPherson - From the Field

Play Episode Listen Later Apr 10, 2021 6:54


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

PracticeLab
Better practice management and productivity, with Ray Evans

PracticeLab

Play Episode Listen Later Apr 7, 2021 15:25


Advisors are always looking for ways to be more productive to free up time to focus on their clients. In this episode, Ray Evans of Pegasus Capital Management in Kansas City, Kansas, describes how his firm uses resources such as Pareto Systems and implements standard operating procedures to keep everyone in the firm focused on what they do best. He and his team of six associates manage just over $470 million, working with clients in the construction industry. In this episode, Evans shares his firm's team-of-teams approach, which has helped him grow and added energy and new ideas to his business. Hear how he tracks different measures of efficiency and productivity and then incorporates that into a dashboard for weekly meetings. For more, visit PracticeLab.

Duncan MacPherson - From the Field
A Tale of Two Clients - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later Mar 18, 2021 7:35


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

Duncan MacPherson - From the Field
Ready for the Renaissance - Blue Square Video Series

Duncan MacPherson - From the Field

Play Episode Listen Later Mar 2, 2021 7:03


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.

Duncan MacPherson - From the Field
Walk the Floor, Work the Counter - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later Feb 25, 2021 6:40


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.

Duncan MacPherson - From the Field
Walk the Floor, Work the Counter - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later Feb 25, 2021 6:40


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.

Duncan MacPherson - From the Field
Who You're Exposed to Determines Your Progress

Duncan MacPherson - From the Field

Play Episode Listen Later Feb 9, 2021 4:26


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.

Duncan MacPherson - From the Field
Let Setbacks Serve You, Not Hurt You

Duncan MacPherson - From the Field

Play Episode Listen Later Jan 21, 2021 6:04


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

Duncan MacPherson - From the Field
Silver Lining - Blue Square Method

Duncan MacPherson - From the Field

Play Episode Listen Later Jan 12, 2021 6:58


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

Top Advisor Marketing Podcast
Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson

Top Advisor Marketing Podcast

Play Episode Listen Later Dec 22, 2020 26:47


Attention advisors! It's time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. 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 3 essential keys to making a video that clients will love and remember 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! Resources:  Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter

Duncan MacPherson - From the Field
Top Advisor Marketing Podcast ft. Duncan MacPherson

Duncan MacPherson - From the Field

Play Episode Listen Later Dec 22, 2020 26:47


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!

Top Advisor Marketing Podcast
Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson

Top Advisor Marketing Podcast

Play Episode Listen Later Dec 22, 2020 26:47


Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. 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 3 essential keys to making a video that clients will love and remember 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! Resources:  Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter

Top Advisor Marketing Podcast
Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson

Top Advisor Marketing Podcast

Play Episode Listen Later Dec 22, 2020 26:47


Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. 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 3 essential keys to making a video that clients will love and remember 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! Resources:  Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter

Duncan MacPherson - From the Field
Creating Your Brand Identity

Duncan MacPherson - From the Field

Play Episode Listen Later Dec 15, 2020 26:16


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/

Duncan MacPherson - From the Field
An Attitude of Gratitude - Blue Square Series

Duncan MacPherson - From the Field

Play Episode Listen Later Dec 10, 2020 5:23


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 Advisor Advancement Podcast Network
16 Ways From Sunday Ep. 15 – Steve Phillips: On Business Refinement, Why the Words Matter, and Defining Your Brand

The Advisor Advancement Podcast Network

Play Episode Listen Later Jul 16, 2019 62:20


In this episode of 16 Ways from Sunday, Mark Mersman interviews Steve Phillips, founder of the Advisor Protocol.  Steve is also a Certified Practice Management Consultant at Pareto Systems and has spent over 25 years in the financial services industry as a speaker, trainer and educator working with advisors, product development firms and carriers. This episode is all about business refinement. Steve shares how to get out of the rat race of the ever-increasing budget to generate new relationships and convince new people and focus on how to teach the already convinced to convince others on your behalf.

The Advisor Advancement Podcast Network
16 Ways From Sunday Ep. 11 - Duncan MacPherson: On Personal Introductions, Fit Process, and Systemization

The Advisor Advancement Podcast Network

Play Episode Listen Later Mar 1, 2019 59:58


In this episode of 16 Ways from Sunday, Mark Mersman interviews Duncan MacPherson, Founder and CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies with the knowledge-for-profit sector. He has written two best selling books: Breakthrough Business Development and The Advisor Playbook. This episode reveals Duncan's approach to a fit process, gaining client advocacy, and systemization.

The Circuit of Success Podcast with Brett Gilliland
Duncan MacPherson joins the Circuit of Success

The Circuit of Success Podcast with Brett Gilliland

Play Episode Listen Later May 21, 2018 33:28


“Never negotiate your value.” -Duncan MacPherson On this episode of the Circuit of Success, Brett Gilliland welcomes Duncan MacPherson, CEO at Pareto Systems and Author of The Advisor Playbook. Brett and Duncan sit down to talk about his experiences throughout his career and his philosophies on business development, strategy and differentiation.   Bio courtesy of... The post Duncan MacPherson joins the Circuit of Success appeared first on The Circuit of Success with Brett Gilliland.

The Resilient Advisor
How Financial Advisors Can Build A Franchise Ready Business With Duncan MacPherson

The Resilient Advisor

Play Episode Listen Later Dec 26, 2017 48:54


Duncan MacPherson of Pareto Systems joins Jay Coulter for this episode of The Resilient Advisor Podcast. Duncan is one of the industries top thought leaders in the areas of practice management and business development. He is a well-known industry keynote speaker and the author of several books including his most recent titled 'The Advisors Playbook'.   What We Discuss:   Duncan's Framework For Building A Critical Path To Franchise Readiness:      1. Why: Demography and Commoditization     2. Who: Demographics, Proteges and The Remnant     3. How: The 6 Month Process For 'Re-framing.'    Cracking The Code:      1. Wealth Management Process    2. Practice Management Process    3. Relationship Management Process   The Advisor Fit Process: How to make sure an acquisition/merger target is the right fit for your business.   The Rule of Three: Anything that you do 3 or more times that has 3 or more steps needs to be systematized.    The Complete Family Office (CFO) Model: How to build a Relationship Mangement Branding Strategy.   Duncan's popular LinkedIn post on becoming 'Franchise Ready': Link     Connect With Duncan:   Websites:  www.paretosystems.com and www.duncanspeaks.com