Duncan MacPherson public
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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-v…
 
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 discus…
 
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 Dec…
 
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…
 
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! Vis…
 
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 Kn…
 
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 pro…
 
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 under…
 
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 fo…
 
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 generat…
 
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 cre…
 
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…
 
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 Squar…
 
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://paretoacade…
 
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 n…
 
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 templ…
 
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.D…
 
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 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?…
 
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 y…
 
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…
 
In this episode of The Blue Square Method Duncan points out how we all have the same 24 hours of time in a day and the importance that emotional intelligence has on practice and relationship management.Need more sand in your hour glass? Talk to our friends at First Trust, or check out the Advisor Playbook: https://www.paretosystems.com/the-advisor-…
 
In this episode Duncan discusses the number one reason people leave their service provider, loyalty fatigue, and what you can be doing right now to ensure that it isn't you they are leaving. Remain positive as, even with so many things out of your control, you need the mindset where you say to yourself, 'Hey, look, as rough as it might get, there's…
 
In this episode Duncan suggests that anxiety is born in the place between expectation and reality. Losing yourself in your work can help you find your purpose and your calling and that honoring your nature and nurturing your qualities will lead to the best of your possible ability.Take a deeper dive into your practice management processes, attend P…
 
Join Duncan MacPherson and Tom Deans, Best Selling Author of Every Families Business, in this in-depth podcast. Tom and Duncan discuss a proven approach to attracting first generation affluent business owners and how to get their families down from the summit successfully.Tom's book Every Family's Business has been selected by prominent New York Ti…
 
This audio is taken directly from a recent consultation between Duncan MacPherson and Jeff Gates. Jeff is a successful Advisor based in Waterloo ON, Canada. He and Duncan discuss the positioning of what you can say - right now - to be the voice of reason for your clients.Listen on: Apple Podcasts or Google Play https://itunes.apple.com/ca/podcast/d…
 
Focus on where the puck is going Join Duncan in this episode of the Blue Square Video Series as he discusses the importance of continuity, succession and family investment legacy planning with your clients to ensure they grow further into your process as their life unfolds and their needs evolve.To learn more about continuity and succession, we rec…
 
In this episode of the Blue Square Video Series Duncan discusses how to consistently attract self-made first-generation business owners.Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you manage intergenerational wealth: https://paretoacademy.com/knowledge-bank-volatility.html…
 
You are at your highest level of refer-ability right now! Talking to your clients about what's going on right now helps them understand how strong your people, practice and process really are, and what it represents in terms of the value you provide.To subscribe to Brian Westbury's Monday Morning Outlook, and other timely market commentary, head ov…
 
In these uncertain times, it's extremely important you remember your purpose, stick to the plan and trust the process. Your role, as Financial Advisor, is like a Sherpa in that, not only do you have to take your clients up, you also have to successfully get them down.For access to videos, scripts and templates to help you be your clients' voice of …
 
Listen to Chris Jeppesen and Duncan MacPherson in this actionable, fast-paced podcast as they discuss what you should be doing right now to be the voice of reason for your clients in these volatile times.For access to videos, scripts and templates to help you be your clients' voice of reason check out the Pareto Systems Knowledge Base: https://pare…
 
In this episode of the Blue Square series Duncan discusses how, when markets are under stress, opportunities to grow and refine your business exist for advisors who are proactive.He also mentions how rewarding it is to hear from our past and current clients and the impact the work we have done together has impacted them and their business!…
 
In this episode Duncan discusses the strategy of using the wall decor and greeting cards to enhance and reinforce your personal branding.To view the finest selection of the highest quality greeting cards and prints, visit our friends at www.lavishcards.com. Tell them Duncan sent you! Also, as my kids have reminded me, there's no Chinook Salmon in M…
 
The Resilient Advisor Podcast with Jay Coulter - How Financial Advisors Can Build A Franchise Ready Business With Duncan MacPherson. We discuss the 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…
 
In this episode Duncan discusses fine line between a Rut and a Groove and how to overcome challenges to remain on track to take your client relationships to the next level.We help our Blue Square Method clients focus on reframing their client relationships to prime the pump for quality referrals. See if you are a fit for Blue Square: https://www.pa…
 
Once a successful financial advisor has achieved consistent, sustainable organic growth, the natural next step is to consider scalable, acquisition-based growth. Success in Buying a Business comes by Design, not by Chance.Join me and Scott Wetzel, Managing Partner at Succession Lending, for this fast-paced podcast on The Art of Buying a Business.Le…
 
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