An ongoing series with Pareto Systems and 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. This podcast has been re-named to 'Pareto Systems: From-the-Field' and was formerly 'Duncan MacPherson - From the Field'. Video versions of these videos are available on the Pareto Systems YouTube Channel. https://www.paretosystems.com Tue, 25 Feb 2025 21:44:05 +0000 en-US Professional Relationship Development 2025 Pareto Systems. All Rights Reserved https://www.paretosystems.com/blog/admin/upload/settings/podcast_main_image/FB_IMG_1707487441449.jpg https://www.paretosystems.com Pareto Sytems An ongoing series with Pareto Systems and 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. This podcast has been re-named to 'Pareto Systems: From-the-Field' and was formerly 'Duncan MacPherson - From the Field'. Video versions of these videos are available on the Pareto Systems YouTube Channel. Pareto Systems dmac@paretosystems.com No Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/38ea2f22-10d2-4861-9ea9-d091ca5e342d/11.1.21_BSMV_The_Best_Thing.mp3 Mon, 01 Nov 2021 17:03:27 +0000 https://www.paretosystems.com/blog/admin/upload/audio/38ea2f22-10d2-4861-9ea9-d091ca5e342d/11.1.21_BSMV_The_Best_Thing.mp3 #Post 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. 7:41 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/5a1c6e5a-c606-47f7-8c16-03bff25af90d/6.30.20_BSMV_be_brilliant_at_brandingPODCAST.mp3 Mon, 25 Oct 2021 20:06:42 +0000 https://www.paretosystems.com/blog/admin/upload/audio/5a1c6e5a-c606-47f7-8c16-03bff25af90d/6.30.20_BSMV_be_brilliant_at_brandingPODCAST.mp3 #Post 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 9:01 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/2f9fb013-76f9-47e0-a3c0-a27f467d34f1/3.2.21_BSMV_Ready_for_Renaissance_pod.mp3 Tue, 12 Oct 2021 15:08:17 +0000 https://www.paretosystems.com/blog/admin/upload/audio/2f9fb013-76f9-47e0-a3c0-a27f467d34f1/3.2.21_BSMV_Ready_for_Renaissance_pod.mp3 #Post 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. 7:03 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/f0dc602c-e0ce-4fee-b895-c99f6d7f97d5/7.14.20_BSMV_the_next_frontier_for_growth.mp3 Thu, 05 Aug 2021 17:32:53 +0000 https://www.paretosystems.com/blog/admin/upload/audio/f0dc602c-e0ce-4fee-b895-c99f6d7f97d5/7.14.20_BSMV_the_next_frontier_for_growth.mp3 #Post 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. 5:12 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/276f7265-ae0c-4639-833f-e77a2262ac2d/10.13.20_BSMV_Great_Jumping_Point_podcast.mp3 Thu, 29 Jul 2021 17:28:21 +0000 https://www.paretosystems.com/blog/admin/upload/audio/276f7265-ae0c-4639-833f-e77a2262ac2d/10.13.20_BSMV_Great_Jumping_Point_podcast.mp3 #Post 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 7:27 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/5294d017-5e1f-4ed7-80d6-49f4ee69a3a8/4.27.21_BSMV_FRA_Remove_the_mystery.mp3 Thu, 15 Jul 2021 18:24:17 +0000 https://www.paretosystems.com/blog/admin/upload/audio/5294d017-5e1f-4ed7-80d6-49f4ee69a3a8/4.27.21_BSMV_FRA_Remove_the_mystery.mp3 #Post 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. 2:41 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/fbe8aca3-9cec-47ee-acac-b206725ab7e5/BSMV-3-17-Serve-You-Not-Hurt-You-final.mp3 Tue, 13 Jul 2021 15:23:03 +0000 https://www.paretosystems.com/blog/admin/upload/audio/fbe8aca3-9cec-47ee-acac-b206725ab7e5/BSMV-3-17-Serve-You-Not-Hurt-You-final.mp3 #Post 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. 13:30 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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! https://www.paretosystems.com/blog/admin/upload/audio/59472cb5-7269-4068-85f6-4aa95e7783fc/12.22.20PODCAST_TAM_Rebranding_Client_Meetings.mp3 Mon, 05 Jul 2021 15:10:33 +0000 https://www.paretosystems.com/blog/admin/upload/audio/59472cb5-7269-4068-85f6-4aa95e7783fc/12.22.20PODCAST_TAM_Rebranding_Client_Meetings.mp3 #Post 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! 26:47 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/17ef3c21-a5e0-42bc-98fe-964c4438ba68/5.5.20_BSMV_Situational_Awareness_pod.mp3 Thu, 10 Jun 2021 18:29:29 +0000 https://www.paretosystems.com/blog/admin/upload/audio/17ef3c21-a5e0-42bc-98fe-964c4438ba68/5.5.20_BSMV_Situational_Awareness_pod.mp3 #Post 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 6:26 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/73e90ecd-2657-42a1-9cf8-5bd99ad19e69/6.1.21_BSMV_Got_Book_Not_Business.mp3 Tue, 01 Jun 2021 19:09:04 +0000 https://www.paretosystems.com/blog/admin/upload/audio/73e90ecd-2657-42a1-9cf8-5bd99ad19e69/6.1.21_BSMV_Got_Book_Not_Business.mp3 #Post 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. 6:40 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/16307723-65cb-41fb-bf20-114d2efd7cc0/7.21.20_BSMV_make_your_team_the_voice_you_listen_to.mp3 Tue, 25 May 2021 18:13:17 +0000 https://www.paretosystems.com/blog/admin/upload/audio/16307723-65cb-41fb-bf20-114d2efd7cc0/7.21.20_BSMV_make_your_team_the_voice_you_listen_to.mp3 #Post 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. 6:27 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/455c33ed-86b5-436c-bdfd-07d5e4c82ddd/9.29.20_BSMV_Review_Meetings_are_Obsolete_podcast.mp3 Wed, 12 May 2021 18:14:58 +0000 https://www.paretosystems.com/blog/admin/upload/audio/455c33ed-86b5-436c-bdfd-07d5e4c82ddd/9.29.20_BSMV_Review_Meetings_are_Obsolete_podcast.mp3 #Post 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. 6:45 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/bded9208-7a9b-43e1-bb87-772780006f7f/5.7.20_BSMV_Use_Video.mp3 Sat, 10 Apr 2021 16:32:27 +0000 https://www.paretosystems.com/blog/admin/upload/audio/bded9208-7a9b-43e1-bb87-772780006f7f/5.7.20_BSMV_Use_Video.mp3 #Post 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 6:54 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/56152cad-a394-4f6c-bf85-31ec436971eb/taleoftwo_podcast.mp3 Thu, 18 Mar 2021 16:26:39 +0000 https://www.paretosystems.com/blog/admin/upload/audio/56152cad-a394-4f6c-bf85-31ec436971eb/taleoftwo_podcast.mp3 #Post 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 7:35 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/643af2e2-4757-427d-8d73-466e46f5b6f3/2.25.21_BSMV_walk_floor_work_counter.mp3 Thu, 25 Feb 2021 18:40:29 +0000 https://www.paretosystems.com/blog/admin/upload/audio/643af2e2-4757-427d-8d73-466e46f5b6f3/2.25.21_BSMV_walk_floor_work_counter.mp3 #Post 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. 6:40 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/d5a77b7c-7499-4ddf-82da-594068a7f5a7/BSM4_Progress.mp3 Tue, 09 Feb 2021 20:19:35 +0000 https://www.paretosystems.com/blog/admin/upload/audio/d5a77b7c-7499-4ddf-82da-594068a7f5a7/BSM4_Progress.mp3 #Post 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. 4:26 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/b0cd48e2-6f43-46aa-a8e8-366f591e2d41/12.10.19 Let Setbacks Serve You_BSMV.mp3 Thu, 21 Jan 2021 19:46:48 +0000 https://www.paretosystems.com/blog/admin/upload/audio/b0cd48e2-6f43-46aa-a8e8-366f591e2d41/12.10.19 Let Setbacks Serve You_BSMV.mp3 #Post 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 6:04 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/7ca90596-a6a9-47f9-8860-f35cf01f7d3a/3.31.20_BSMV_Silver_Lining.mp3 Tue, 12 Jan 2021 18:37:59 +0000 https://www.paretosystems.com/blog/admin/upload/audio/7ca90596-a6a9-47f9-8860-f35cf01f7d3a/3.31.20_BSMV_Silver_Lining.mp3 #Post 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 6:58 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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/ https://www.paretosystems.com/blog/admin/upload/audio/5f5296cb-6d90-4b47-87f5-945324471a9d/AdvisorProtocolPodcast8-29.mp3 Tue, 15 Dec 2020 18:29:11 +0000 https://www.paretosystems.com/blog/admin/upload/audio/5f5296cb-6d90-4b47-87f5-945324471a9d/AdvisorProtocolPodcast8-29.mp3 #Post 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/ 26:16 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/a6399af7-c7bd-4908-bfdd-35fca2e80ea1/BSM18_Attitude_of_Gratitude.mp3 Thu, 10 Dec 2020 18:29:41 +0000 https://www.paretosystems.com/blog/admin/upload/audio/a6399af7-c7bd-4908-bfdd-35fca2e80ea1/BSM18_Attitude_of_Gratitude.mp3 #Post 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. 5:23 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/87a6f47c-ca17-49cf-8ee3-9739ab8ee5c4/your-evolving-message-podcast-audio.mp3 Tue, 24 Nov 2020 18:56:38 +0000 https://www.paretosystems.com/blog/admin/upload/audio/87a6f47c-ca17-49cf-8ee3-9739ab8ee5c4/your-evolving-message-podcast-audio.mp3 #Post 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 8:59 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/7955c0f9-fb80-40e1-a6a1-00b2256798ef/9.1.20_BSMV_Q4-Finish_Strong.mp3 Thu, 19 Nov 2020 19:33:29 +0000 https://www.paretosystems.com/blog/admin/upload/audio/7955c0f9-fb80-40e1-a6a1-00b2256798ef/9.1.20_BSMV_Q4-Finish_Strong.mp3 #Post 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 7:43 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/88f9dc7b-a722-4313-812b-5992cd8fcd1e/BSM3_Purest_form.mp3 Wed, 11 Nov 2020 19:58:40 +0000 https://www.paretosystems.com/blog/admin/upload/audio/88f9dc7b-a722-4313-812b-5992cd8fcd1e/BSM3_Purest_form.mp3 #Post 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. 6:09 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/797a10c3-18df-4999-a4d2-655b3d01bcff/BSM16_Four_Cornerstones.mp3 Fri, 06 Nov 2020 19:59:26 +0000 https://www.paretosystems.com/blog/admin/upload/audio/797a10c3-18df-4999-a4d2-655b3d01bcff/BSM16_Four_Cornerstones.mp3 #Post 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 3:43 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/d5cd4e07-b700-461f-950b-3c5e5c31df56/4-16_You_Cant_Count_Everything_podcast.mp3 Thu, 05 Nov 2020 21:37:15 +0000 https://www.paretosystems.com/blog/admin/upload/audio/d5cd4e07-b700-461f-950b-3c5e5c31df56/4-16_You_Cant_Count_Everything_podcast.mp3 #Post 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. 9:56 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/7bba7a58-c7c6-4f61-9a41-45ade6764f73/5.7.20 silver linings 2.0_podcast.mp3 Wed, 04 Nov 2020 18:09:39 +0000 https://www.paretosystems.com/blog/admin/upload/audio/7bba7a58-c7c6-4f61-9a41-45ade6764f73/5.7.20 silver linings 2.0_podcast.mp3 #Post 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 4:15 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/0914d91b-f90b-4ce8-b2f0-6a134264a2fd/4.2.20_BSMV_Minor_Adjustments.mp3 Thu, 17 Sep 2020 17:09:14 +0000 https://www.paretosystems.com/blog/admin/upload/audio/0914d91b-f90b-4ce8-b2f0-6a134264a2fd/4.2.20_BSMV_Minor_Adjustments.mp3 #Post 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 6:17 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/b53aa0df-d548-429d-a4d0-5982a4dfcd81/9.8.20_BSMV_Growing_Down_The_DREAD_Factor_podcast.mp3 Tue, 08 Sep 2020 15:56:02 +0000 https://www.paretosystems.com/blog/admin/upload/audio/b53aa0df-d548-429d-a4d0-5982a4dfcd81/9.8.20_BSMV_Growing_Down_The_DREAD_Factor_podcast.mp3 #Post 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 7:55 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/fdf2d013-d6a9-407d-8939-9321eb5d1820/4.27.20_BSMV_Go_with_the_flow.mp3 Mon, 24 Aug 2020 18:04:40 +0000 https://www.paretosystems.com/blog/admin/upload/audio/fdf2d013-d6a9-407d-8939-9321eb5d1820/4.27.20_BSMV_Go_with_the_flow.mp3 #Post 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 7:20 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/65e9f90e-6c98-41fb-9e9a-adf1f341aa73/7.28.20_BSMV_the_power_of_plan_c.mp3 Thu, 20 Aug 2020 18:51:42 +0000 https://www.paretosystems.com/blog/admin/upload/audio/65e9f90e-6c98-41fb-9e9a-adf1f341aa73/7.28.20_BSMV_the_power_of_plan_c.mp3 #Post 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 5:34 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/c4f5366d-6c50-46d9-974b-a1b8b9a61759/7-9_BSMV_words_matter_final.mp3 Thu, 13 Aug 2020 19:40:56 +0000 https://www.paretosystems.com/blog/admin/upload/audio/c4f5366d-6c50-46d9-974b-a1b8b9a61759/7-9_BSMV_words_matter_final.mp3 #Post 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 5:13 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/6bc6b8be-19ed-46f5-9fb0-97a70049eb9d/BSM11_Fee_Integrity.mp3 Wed, 08 Jul 2020 20:26:24 +0000 https://www.paretosystems.com/blog/admin/upload/audio/6bc6b8be-19ed-46f5-9fb0-97a70049eb9d/BSM11_Fee_Integrity.mp3 #Post 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 4:36 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/e7bd3889-fc73-4a10-ad3d-a0d346862236/BSM12_not_me_you.mp3 Thu, 18 Jun 2020 19:19:08 +0000 https://www.paretosystems.com/blog/admin/upload/audio/e7bd3889-fc73-4a10-ad3d-a0d346862236/BSM12_not_me_you.mp3 #Post 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. 4:58 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/44eec158-186c-4324-8343-783114c659bc/BSM10_Tempering_Expectations.mp3 Tue, 16 Jun 2020 19:18:31 +0000 https://www.paretosystems.com/blog/admin/upload/audio/44eec158-186c-4324-8343-783114c659bc/BSM10_Tempering_Expectations.mp3 #Post 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 5:34 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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-playbook.html https://www.paretosystems.com/blog/admin/upload/audio/ca223b38-cca4-4a97-aebc-c8b544bb96d2/BSM7_Gift_of_More_Time.mp3 Thu, 11 Jun 2020 18:21:34 +0000 https://www.paretosystems.com/blog/admin/upload/audio/ca223b38-cca4-4a97-aebc-c8b544bb96d2/BSM7_Gift_of_More_Time.mp3 #Post 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-playbook.html 4:59 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this episode of The Blue Square Method, Duncan recommends strategically positioning yourself a consultant with a process rather than a salesperson pitching products to attract and retain clients rather than chase them. https://www.paretosystems.com/blog/admin/upload/audio/2b44c68e-250e-45ed-920e-3a89b0392a6f/BSM15_Stop_Transacting.mp3 Tue, 09 Jun 2020 16:34:41 +0000 https://www.paretosystems.com/blog/admin/upload/audio/2b44c68e-250e-45ed-920e-3a89b0392a6f/BSM15_Stop_Transacting.mp3 #Post In this episode of The Blue Square Method, Duncan recommends strategically positioning yourself a consultant with a process rather than a salesperson pitching products to attract and retain clients rather than chase them. 4:08 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 always a bull market somewhere.' Increase your client loyalty, attend Pareto Systems' Practice Management E-Summit on May 28th. Click here for more info and to register: https://paretosystems.com/virtual-summit.html https://www.paretosystems.com/blog/admin/upload/audio/9896b9cf-9c13-4a89-8cd8-fc064f220a92/5.20.20_BSMV_Bull_market_somewhere.mp3 Tue, 02 Jun 2020 14:23:13 +0000 https://www.paretosystems.com/blog/admin/upload/audio/9896b9cf-9c13-4a89-8cd8-fc064f220a92/5.20.20_BSMV_Bull_market_somewhere.mp3 #Post 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 always a bull market somewhere.' Increase your client loyalty, attend Pareto Systems' Practice Management E-Summit on May 28th. Click here for more info and to register: https://paretosystems.com/virtual-summit.html 5:45 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 Pareto Systems' Practice Management E-Summit on May 28th. Click here for the full speaker lineup and to register: https://paretosystems.com/virtual-summit.html https://www.paretosystems.com/blog/admin/upload/audio/2dca4e67-5e74-4df6-8308-625d3bdc4c0d/5.21.20_BSMV_Anatomy_of_breakthrough.mp3 Thu, 21 May 2020 20:01:31 +0000 https://www.paretosystems.com/blog/admin/upload/audio/2dca4e67-5e74-4df6-8308-625d3bdc4c0d/5.21.20_BSMV_Anatomy_of_breakthrough.mp3 #Post 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 Pareto Systems' Practice Management E-Summit on May 28th. Click here for the full speaker lineup and to register: https://paretosystems.com/virtual-summit.html 4:10 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 Times business blogger Josh Patrick as one of 10 books that every business owner should read. The books on the list detail how to ensure success, manage crisis, and, in the case of Every Family's Business, determine the best exit strategy. Much of this podcast centers around the concepts and strategies pulled from this book This podcast on demand was recorded live on April 22nd, 2020. Click here for iTunes Click here for Google Play https://www.paretosystems.com/blog/admin/upload/audio/999eed33-1c2a-4631-ac38-e311d30c022d/4.29.20_Art_Sci_Bus_Owners.mp3 Wed, 29 Apr 2020 18:18:38 +0000 https://www.paretosystems.com/blog/admin/upload/audio/999eed33-1c2a-4631-ac38-e311d30c022d/4.29.20_Art_Sci_Bus_Owners.mp3 #Post 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 Times business blogger Josh Patrick as one of 10 books that every business owner should read. The books on the list detail how to ensure success, manage crisis, and, in the case of Every Family's Business, determine the best exit strategy. Much of this podcast centers around the concepts and strategies pulled from this book This podcast on demand was recorded live on April 22nd, 2020. Click here for iTunes Click here for Google Play 1:40:46 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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/duncan-macpherson-from-the-field/id1359813986?mt=2 https://play.google.com/music/m/Invlkszkicyak7v4vgciyqtqzj4?t=Duncan_MacPherson_-_From_the_Field https://www.paretosystems.com/blog/admin/upload/audio/7291b984-3da8-48b6-b245-41b28312abb0/Jeff_Gates_LIAB_full.mp3 Fri, 17 Apr 2020 20:28:30 +0000 https://www.paretosystems.com/blog/admin/upload/audio/7291b984-3da8-48b6-b245-41b28312abb0/Jeff_Gates_LIAB_full.mp3 #Post 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/duncan-macpherson-from-the-field/id1359813986?mt=2 https://play.google.com/music/m/Invlkszkicyak7v4vgciyqtqzj4?t=Duncan_MacPherson_-_From_the_Field 11:11 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 recommend reading Intergenerational Wealth Expert Tom Deans' book: 'Every Family's Business' and checking out his website at: EveryFamiliesBusiness.com Also, look out for an upcoming webinar Tom and Duncan are planning, details to follow! https://www.paretosystems.com/blog/admin/upload/audio/bc69795f-ff4f-4209-945d-6ce762a6aedc/4-14-20_BSMV_Ensuring_Your_Clients_Family_Investment_Legacy.mp3 Tue, 14 Apr 2020 20:54:38 +0000 https://www.paretosystems.com/blog/admin/upload/audio/bc69795f-ff4f-4209-945d-6ce762a6aedc/4-14-20_BSMV_Ensuring_Your_Clients_Family_Investment_Legacy.mp3 #Post 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 recommend reading Intergenerational Wealth Expert Tom Deans' book: 'Every Family's Business' and checking out his website at: EveryFamiliesBusiness.com Also, look out for an upcoming webinar Tom and Duncan are planning, details to follow! 6:33 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 https://www.paretosystems.com/blog/admin/upload/audio/64cd8aea-5c2d-4874-8bce-1403b855f531/4.8.20_BSMV_Attract_Business_Owners.mp3 Thu, 09 Apr 2020 19:02:19 +0000 https://www.paretosystems.com/blog/admin/upload/audio/64cd8aea-5c2d-4874-8bce-1403b855f531/4.8.20_BSMV_Attract_Business_Owners.mp3 #Post 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 6:01 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 over to www.ftportfolios.com/Retail/Research/Subscription or contact your First Trust Wholesaler to learn more. https://www.paretosystems.com/blog/admin/upload/audio/95f04ee9-cc93-4d39-86c4-c21f74b2834d/BSMV-2-28-20-Make-Volatility-Your-Friend_podcast.mp3 Thu, 26 Mar 2020 17:36:48 +0000 https://www.paretosystems.com/blog/admin/upload/audio/95f04ee9-cc93-4d39-86c4-c21f74b2834d/BSMV-2-28-20-Make-Volatility-Your-Friend_podcast.mp3 #Post 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 over to www.ftportfolios.com/Retail/Research/Subscription or contact your First Trust Wholesaler to learn more. 6:44 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 reason check out the Pareto Systems Knowledge Base: https://paretoacademy.com/knowledge-bank-volatility.html https://www.paretosystems.com/blog/admin/upload/audio/d822ebcd-31f3-46c3-a5f8-2c814b799b5b/3-24-20_BSMV_The-Beginning-is-Near-in-the-absence-of-fear.mp3 Tue, 24 Mar 2020 18:56:16 +0000 https://www.paretosystems.com/blog/admin/upload/audio/d822ebcd-31f3-46c3-a5f8-2c814b799b5b/3-24-20_BSMV_The-Beginning-is-Near-in-the-absence-of-fear.mp3 #Post 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 reason check out the Pareto Systems Knowledge Base: https://paretoacademy.com/knowledge-bank-volatility.html 8:57 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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://paretoacademy.com/knowledge-bank-volatility.html https://www.paretosystems.com/blog/admin/upload/audio/d7cddfd1-1106-4737-b4a9-621b0d02395e/TCE-FT-03-17-20-Webinar-This-is-Why-final_audio.mp3 Thu, 19 Mar 2020 18:56:44 +0000 https://www.paretosystems.com/blog/admin/upload/audio/d7cddfd1-1106-4737-b4a9-621b0d02395e/TCE-FT-03-17-20-Webinar-This-is-Why-final_audio.mp3 #Post 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://paretoacademy.com/knowledge-bank-volatility.html 49:44 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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! https://www.paretosystems.com/blog/admin/upload/audio/b4770860-3895-45a0-a087-b711d193e373/BSMV-3-12-Think-LIke-A-First-Responder.mp3 Thu, 12 Mar 2020 18:57:37 +0000 https://www.paretosystems.com/blog/admin/upload/audio/b4770860-3895-45a0-a087-b711d193e373/BSMV-3-12-Think-LIke-A-First-Responder.mp3 #Post 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! 6:04 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 Mission Creek or Okanagan Lake, they're Kokanee! https://www.paretosystems.com/blog/admin/upload/audio/400eb0a2-15a2-40e2-a463-8f31140f2fc3/BSM6_Branding_Idea.mp3 Tue, 10 Mar 2020 14:57:33 +0000 https://www.paretosystems.com/blog/admin/upload/audio/400eb0a2-15a2-40e2-a463-8f31140f2fc3/BSM6_Branding_Idea.mp3 #Post 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 Mission Creek or Okanagan Lake, they're Kokanee! 4:54 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this episode of The Blue Square Method, Duncan talks to the importance of engaging partners into the process, rather than referring clients out and how that has a major impact on the client experience. https://www.paretosystems.com/blog/admin/upload/audio/a37cc0c3-75d4-4206-a8a4-c5a8269f920a/BSM_1_Strategic_Partners.mp3 Thu, 05 Mar 2020 19:58:48 +0000 https://www.paretosystems.com/blog/admin/upload/audio/a37cc0c3-75d4-4206-a8a4-c5a8269f920a/BSM_1_Strategic_Partners.mp3 #Post In this episode of The Blue Square Method, Duncan talks to the importance of engaging partners into the process, rather than referring clients out and how that has a major impact on the client experience. 4:56 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Transactional Sales are DEAD!! Recurring Revenue is the Only Way Forward - Join Awesome Mike Baker and Duncan MacPherson on the Awesome Wholesaler Experience Podcast where they discuss the future of the Financial Industry. https://www.paretosystems.com/blog/admin/upload/audio/cf8e3025-3512-420e-8c72-a1a7201a76ee/Awesome_Mike_Baker_podcast_edited.mp3 Tue, 18 Feb 2020 18:44:55 +0000 https://www.paretosystems.com/blog/admin/upload/audio/cf8e3025-3512-420e-8c72-a1a7201a76ee/Awesome_Mike_Baker_podcast_edited.mp3 #Post Transactional Sales are DEAD!! Recurring Revenue is the Only Way Forward - Join Awesome Mike Baker and Duncan MacPherson on the Awesome Wholesaler Experience Podcast where they discuss the future of the Financial Industry. 45:58 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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 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 Management Branding Strategy. https://www.paretosystems.com/blog/admin/upload/audio/9a0e65e6-daca-41d1-b92e-d3520e3d0a55/ResilientAdvisor_Podcast.mp3 Thu, 13 Feb 2020 15:32:27 +0000 https://www.paretosystems.com/blog/admin/upload/audio/9a0e65e6-daca-41d1-b92e-d3520e3d0a55/ResilientAdvisor_Podcast.mp3 #Post 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 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 Management Branding Strategy. 49:35 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this episode of The Blue Square Method, Duncan discusses the immense fulfillment that comes from servicing and helping others. The benevolence of bringing value and the best way to find yourself is to lose yourself in the service of others. https://www.paretosystems.com/blog/admin/upload/audio/192eab1c-1eb7-46e6-bc64-2b34b528373e/BSV2.mp3 Thu, 06 Feb 2020 18:42:49 +0000 https://www.paretosystems.com/blog/admin/upload/audio/192eab1c-1eb7-46e6-bc64-2b34b528373e/BSV2.mp3 #Post In this episode of The Blue Square Method, Duncan discusses the immense fulfillment that comes from servicing and helping others. The benevolence of bringing value and the best way to find yourself is to lose yourself in the service of others. 6:20 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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.paretosystems.com/blue-square.html https://www.paretosystems.com/blog/admin/upload/audio/9d6a6694-f4d9-4226-80dc-f966fd3cbc47/BSM5_Between_rut_groove.mp3 Thu, 30 Jan 2020 21:27:10 +0000 https://www.paretosystems.com/blog/admin/upload/audio/9d6a6694-f4d9-4226-80dc-f966fd3cbc47/BSM5_Between_rut_groove.mp3 #Post 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.paretosystems.com/blue-square.html 6:22 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. Learn more about Succession Lending here: www.successionlending.com https://www.paretosystems.com/blog/admin/upload/audio/8ba4b626-23f7-47bf-917b-4c394182e77c/Art_Buying_Bus_ParetoSystems.mp3 Tue, 28 Jan 2020 21:26:17 +0000 https://www.paretosystems.com/blog/admin/upload/audio/8ba4b626-23f7-47bf-917b-4c394182e77c/Art_Buying_Bus_ParetoSystems.mp3 #Post 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. Learn more about Succession Lending here: www.successionlending.com 54:47 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Join Pareto Systems CEO Duncan MacPherson and Curt Steinhorst, authur of the best selling book "Can I Have Your Attention", as they dive deeply into how to overcome distraction and reclaim your focus in this 48 minute podcast. https://www.paretosystems.com/blog/admin/upload/audio/9cb642af-fe6e-42d0-a036-436e4f6aa01c/Steinhorst-podcast-edit1.mp3 Tue, 21 Jan 2020 20:29:29 +0000 https://www.paretosystems.com/blog/admin/upload/audio/9cb642af-fe6e-42d0-a036-436e4f6aa01c/Steinhorst-podcast-edit1.mp3 #Post Join Pareto Systems CEO Duncan MacPherson and Curt Steinhorst, authur of the best selling book "Can I Have Your Attention", as they dive deeply into how to overcome distraction and reclaim your focus in this 48 minute podcast. 47:54 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Put a process in place that puts every piece of your client's financial puzzle together that goes beyond just achieving financial independence, but also maintaining it and building their family legacy. Learn more with the Pareto System's Blue Square Process: https://www.paretosystems.com/blue-square.html https://www.paretosystems.com/blog/admin/upload/audio/d4c12c95-22aa-4e6c-9c9b-14c86d270913/4.9.19-BSMV-Become-Indispensable-to-a-Clients-Family.mp3 Thu, 16 Jan 2020 20:36:38 +0000 https://www.paretosystems.com/blog/admin/upload/audio/d4c12c95-22aa-4e6c-9c9b-14c86d270913/4.9.19-BSMV-Become-Indispensable-to-a-Clients-Family.mp3 #Post Put a process in place that puts every piece of your client's financial puzzle together that goes beyond just achieving financial independence, but also maintaining it and building their family legacy. Learn more with the Pareto System's Blue Square Process: https://www.paretosystems.com/blue-square.html 5:47 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Create professional contrast with stewardship, not salesmanship. Don't try to be all things to all people, but all things to some people. Demystify your value and let people come to their own conclusions. https://www.paretosystems.com/blog/admin/upload/audio/4e9e3162-264c-4018-ada6-d20ec9b27a04/4.2.19-Losing-the-Art-of-Salesmanship-BSMV-capped.mp3 Tue, 14 Jan 2020 20:43:09 +0000 https://www.paretosystems.com/blog/admin/upload/audio/4e9e3162-264c-4018-ada6-d20ec9b27a04/4.2.19-Losing-the-Art-of-Salesmanship-BSMV-capped.mp3 #Post Create professional contrast with stewardship, not salesmanship. Don't try to be all things to all people, but all things to some people. Demystify your value and let people come to their own conclusions. 5:34 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Convert your clients to advocates and constantly refine and optimize what you do in your business to increase your refer-ability and take your business to the next level. https://www.paretosystems.com/blog/admin/upload/audio/a7cf1c48-40ee-4af4-9555-cd0ab3971867/3.28.19_All-Roads-lead-to-Conversion_BSMV.mp3 Thu, 09 Jan 2020 20:46:56 +0000 https://www.paretosystems.com/blog/admin/upload/audio/a7cf1c48-40ee-4af4-9555-cd0ab3971867/3.28.19_All-Roads-lead-to-Conversion_BSMV.mp3 #Post Convert your clients to advocates and constantly refine and optimize what you do in your business to increase your refer-ability and take your business to the next level. 4:01 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Transform your client relationships from an abstract, commoditized and transactional model to decommoditize, depersonalize and demystify your value to gain your clients full empowerment and increase your refer-ability. https://www.paretosystems.com/blog/admin/upload/audio/4b158924-cf7a-4707-8721-0b79842b47da/3.26.19-BSMV-Reduce-Friction-with-the-3-Ds-final.mp3 Tue, 07 Jan 2020 20:50:42 +0000 https://www.paretosystems.com/blog/admin/upload/audio/4b158924-cf7a-4707-8721-0b79842b47da/3.26.19-BSMV-Reduce-Friction-with-the-3-Ds-final.mp3 #Post Transform your client relationships from an abstract, commoditized and transactional model to decommoditize, depersonalize and demystify your value to gain your clients full empowerment and increase your refer-ability. 4:27 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Have you ever been curious as to what goes on during a consultation, training session or in meetings at Pareto Systems? The Fly on the Wall series give you the opportunity to do just that, listen in to real meetings and consultations with Duncan MacPherson and our team. We hope you enjoy this call and being a FLY ON THE WALL. Learn more about Pareto Systems Consulting Programs: https://www.paretosystems.com/one-to-one-consulting.html https://www.paretosystems.com/blog/admin/upload/audio/321b06c2-031f-4f82-bb9f-1585b4650434/3.13.19_Tom_Breiter_FOWa.mp3 Thu, 02 Jan 2020 20:55:30 +0000 https://www.paretosystems.com/blog/admin/upload/audio/321b06c2-031f-4f82-bb9f-1585b4650434/3.13.19_Tom_Breiter_FOWa.mp3 #Post Have you ever been curious as to what goes on during a consultation, training session or in meetings at Pareto Systems? The Fly on the Wall series give you the opportunity to do just that, listen in to real meetings and consultations with Duncan MacPherson and our team. We hope you enjoy this call and being a FLY ON THE WALL. Learn more about Pareto Systems Consulting Programs: https://www.paretosystems.com/one-to-one-consulting.html 8:21 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Branding is incredibly powerful in terms of persuasive impact! In this episode, Duncan discusses positioning your value and creating professional contrast to help position referrals as a value-added service. To take a deeper dive into the concepts Duncan discusses, check out the Blue Square Method, designed for busy professionals and their teams, who want to take their client relationships to the next level: https://www.paretosystems.com/blue-square.html https://www.paretosystems.com/blog/admin/upload/audio/bcf2c889-1e2c-4576-b9db-8b37f67b6c71/Outstanding-Branding-AUDIO.mp3 Tue, 31 Dec 2019 20:58:48 +0000 https://www.paretosystems.com/blog/admin/upload/audio/bcf2c889-1e2c-4576-b9db-8b37f67b6c71/Outstanding-Branding-AUDIO.mp3 #Post Branding is incredibly powerful in terms of persuasive impact! In this episode, Duncan discusses positioning your value and creating professional contrast to help position referrals as a value-added service. To take a deeper dive into the concepts Duncan discusses, check out the Blue Square Method, designed for busy professionals and their teams, who want to take their client relationships to the next level: https://www.paretosystems.com/blue-square.html 5:06 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Your number one addressable audience is your top clients and implementing a Client Advisory Council will help competitor proof, capture money in motion and create advocacy. Learn more about creating a Client Advisory Council with our Blue Square Method: www.paretosystems.com/blue-square https://www.paretosystems.com/blog/admin/upload/audio/fff26635-237b-4b77-8723-9a52881303ec/3-7-19_CAC-in-3steps.mp3 Thu, 26 Dec 2019 21:09:35 +0000 https://www.paretosystems.com/blog/admin/upload/audio/fff26635-237b-4b77-8723-9a52881303ec/3-7-19_CAC-in-3steps.mp3 #Post Your number one addressable audience is your top clients and implementing a Client Advisory Council will help competitor proof, capture money in motion and create advocacy. Learn more about creating a Client Advisory Council with our Blue Square Method: www.paretosystems.com/blue-square 7:11 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Have you ever been curious as to what goes on during a consultation, training session or in meetings at Pareto Systems? The Fly on the Wall series give you the opportunity to do just that, listen in to real meetings and consultations with Duncan MacPherson and our team. We hope you enjoy this call and being a FLY ON THE WALL. Learn more about Pareto Systems Consulting Programs: https://www.paretosystems.com/one-to-one-consulting.html https://www.paretosystems.com/blog/admin/upload/audio/92564d25-f962-44c3-8fe3-a70ee9d86c98/3.13.19_Tom Breiter_FOWa.mp3 Tue, 24 Dec 2019 19:22:11 +0000 https://www.paretosystems.com/blog/admin/upload/audio/92564d25-f962-44c3-8fe3-a70ee9d86c98/3.13.19_Tom Breiter_FOWa.mp3 #Post Have you ever been curious as to what goes on during a consultation, training session or in meetings at Pareto Systems? The Fly on the Wall series give you the opportunity to do just that, listen in to real meetings and consultations with Duncan MacPherson and our team. We hope you enjoy this call and being a FLY ON THE WALL. Learn more about Pareto Systems Consulting Programs: https://www.paretosystems.com/one-to-one-consulting.html 8:21 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Convert your 'customers' into fully empowering 'clients' who see the value of your process, panoramically, fully and completely, and generate a steady stream of quality referrals. https://www.paretosystems.com/blog/admin/upload/audio/9c135676-eb1f-43da-821f-7ebea3cd35a5/3.5.19 - achieve total client engagement.mp3 Thu, 19 Dec 2019 19:48:48 +0000 https://www.paretosystems.com/blog/admin/upload/audio/9c135676-eb1f-43da-821f-7ebea3cd35a5/3.5.19 - achieve total client engagement.mp3 #Post Convert your 'customers' into fully empowering 'clients' who see the value of your process, panoramically, fully and completely, and generate a steady stream of quality referrals. 5:32 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems If it is to be, it is up to me. In this episode, Duncan suggests the best way to take care of a team, and a community of clients, is to take full responsibility for the outcome of our decisions. Put Pareto in your pocket, download the Pareto Systems App: www.paretosystems.com https://www.paretosystems.com/blog/admin/upload/audio/8be79410-58ba-4ba8-8d76-113c55bb1217/AUDIO only Extreme Ownership.mp3 Tue, 17 Dec 2019 19:49:46 +0000 https://www.paretosystems.com/blog/admin/upload/audio/8be79410-58ba-4ba8-8d76-113c55bb1217/AUDIO only Extreme Ownership.mp3 #Post If it is to be, it is up to me. In this episode, Duncan suggests the best way to take care of a team, and a community of clients, is to take full responsibility for the outcome of our decisions. Put Pareto in your pocket, download the Pareto Systems App: www.paretosystems.com 5:31 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Develop and continuously refine processes in your practice to ensure your clients appreciate your value and never take you for granted. To request the 'Seven Pillars, One Process' video, call our Consulting Coordinator Rick Hopkins at 1.866.593.8020 x1071 or email rhopkins@paretosystems.com https://www.paretosystems.com/blog/admin/upload/audio/af1f61a6-dc42-483f-8d9b-e90bdbda91b6/2.12.19_Contrast_Principle.mp3 Thu, 12 Dec 2019 18:39:17 +0000 https://www.paretosystems.com/blog/admin/upload/audio/af1f61a6-dc42-483f-8d9b-e90bdbda91b6/2.12.19_Contrast_Principle.mp3 #Post Develop and continuously refine processes in your practice to ensure your clients appreciate your value and never take you for granted. To request the 'Seven Pillars, One Process' video, call our Consulting Coordinator Rick Hopkins at 1.866.593.8020 x1071 or email rhopkins@paretosystems.com 5:39 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems A month of exercise can be unwound by one week of neglect and the same holds true with business. In this episode Duncan discusses the importance of staying on course with your business. To watch great videos by Duncan subscribe to the Pareto Systems YouTube channel: https://www.youtube.com/user/ParetoSystemsInc/featured https://www.paretosystems.com/blog/admin/upload/audio/8e9933b5-c02a-4c5c-bf38-67b26e84d4d7/2.14.19_discipline_compound.mp3 Thu, 05 Dec 2019 18:59:57 +0000 https://www.paretosystems.com/blog/admin/upload/audio/8e9933b5-c02a-4c5c-bf38-67b26e84d4d7/2.14.19_discipline_compound.mp3 #Post A month of exercise can be unwound by one week of neglect and the same holds true with business. In this episode Duncan discusses the importance of staying on course with your business. To watch great videos by Duncan subscribe to the Pareto Systems YouTube channel: https://www.youtube.com/user/ParetoSystemsInc/featured 2:35 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems The law of environment says we are products of our environment. In this episode, Duncan discusses forming a legendary team to strive for success, not just for what it gets you but for what it makes of you. https://www.paretosystems.com/blog/admin/upload/audio/9ee2eb5a-fd81-49bc-8054-b0d85a15717d/2.26.19 BSVM Legendary Team pt 3.mp3 Tue, 03 Dec 2019 19:51:44 +0000 https://www.paretosystems.com/blog/admin/upload/audio/9ee2eb5a-fd81-49bc-8054-b0d85a15717d/2.26.19 BSVM Legendary Team pt 3.mp3 #Post The law of environment says we are products of our environment. In this episode, Duncan discusses forming a legendary team to strive for success, not just for what it gets you but for what it makes of you. 4:21 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems How you start a relationship has a profound impact in terms of how it will unfold. In this episode, Duncan speaks on this importance of recruiting and building a team to fully monetize with scalable growth. Want help building or managing your team? Our Blue Square Method will show you how: https://www.paretosystems.com/blue-square.html https://www.paretosystems.com/blog/admin/upload/audio/c0ee592b-700b-4dad-a9b6-a1b09598705b/2.21.19_Forming_Legendary_Team_pt_2.mp3 Thu, 28 Nov 2019 21:17:54 +0000 https://www.paretosystems.com/blog/admin/upload/audio/c0ee592b-700b-4dad-a9b6-a1b09598705b/2.21.19_Forming_Legendary_Team_pt_2.mp3 #Post How you start a relationship has a profound impact in terms of how it will unfold. In this episode, Duncan speaks on this importance of recruiting and building a team to fully monetize with scalable growth. Want help building or managing your team? Our Blue Square Method will show you how: https://www.paretosystems.com/blue-square.html 4:18 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Would your business run like a Swiss watch if you were to take a month off tomorrow? In this episode Duncan discusses the need and importance of professionalizing and standardizing everything into a proprietary playbook that'll ensure your business runs smooth, even without you or a key team member. Want help building or managing your team? Our Blue Square Method will show you how: www.paretosystems.com/blue-square https://www.paretosystems.com/blog/admin/upload/audio/eba48812-581a-44fa-b80c-14d8be90927d/2.7.19_Form_legendary_team_BSM.mp3 Tue, 26 Nov 2019 15:03:57 +0000 https://www.paretosystems.com/blog/admin/upload/audio/eba48812-581a-44fa-b80c-14d8be90927d/2.7.19_Form_legendary_team_BSM.mp3 #Post Would your business run like a Swiss watch if you were to take a month off tomorrow? In this episode Duncan discusses the need and importance of professionalizing and standardizing everything into a proprietary playbook that'll ensure your business runs smooth, even without you or a key team member. Want help building or managing your team? Our Blue Square Method will show you how: www.paretosystems.com/blue-square 4:20 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Take the abstract and transactional nature of your value and make it proprietary by re-framing it as a process. Incorporate processes into your practice with Pareto System's Blue Square Method: www.paretosystems.com/blue-square https://www.paretosystems.com/blog/admin/upload/audio/92acf25a-fb55-4083-8e77-12f6b023d350/1.31.19_You_dont_help_people.mp3 Thu, 21 Nov 2019 15:03:22 +0000 https://www.paretosystems.com/blog/admin/upload/audio/92acf25a-fb55-4083-8e77-12f6b023d350/1.31.19_You_dont_help_people.mp3 #Post Take the abstract and transactional nature of your value and make it proprietary by re-framing it as a process. Incorporate processes into your practice with Pareto System's Blue Square Method: www.paretosystems.com/blue-square 2:23 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Using the immortal words of Walter Gretzky, as passed on to the world through his son Wayne: 'Skate to where the puck is going, not where it has been.' Duncan applies this wisdom to the financial industry. Ensure your business is moving in the right direction with the Blue Square Method: www.paretosystems.com/blue-square https://www.paretosystems.com/blog/admin/upload/audio/f075fc84-b675-4547-a2dd-8545e867a595/Where the Puck is Going.mp3 Tue, 19 Nov 2019 20:38:50 +0000 https://www.paretosystems.com/blog/admin/upload/audio/f075fc84-b675-4547-a2dd-8545e867a595/Where the Puck is Going.mp3 #Post Using the immortal words of Walter Gretzky, as passed on to the world through his son Wayne: 'Skate to where the puck is going, not where it has been.' Duncan applies this wisdom to the financial industry. Ensure your business is moving in the right direction with the Blue Square Method: www.paretosystems.com/blue-square 5:28 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems A discussion on leveraging the mentor/protege team dynamic to elevate the client experience. https://www.paretosystems.com/blog/admin/upload/audio/40b2317e-18f4-41ac-9e03-2534d2051071/3-19-19 BSMV Mentor Protege Team Dynamic capped.mp3 Thu, 14 Nov 2019 19:52:36 +0000 https://www.paretosystems.com/blog/admin/upload/audio/40b2317e-18f4-41ac-9e03-2534d2051071/3-19-19 BSMV Mentor Protege Team Dynamic capped.mp3 #Post A discussion on leveraging the mentor/protege team dynamic to elevate the client experience. 4:55 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Get ready to take your business to the next level! Duncan MacPherson joins Ted Jenkin and Lee Heisman in The Shrimp Tank Podcast where they discuss the Pareto Systems Process that helps fee-for-service professionals attract and keep great clients, deploy an impeccable client experience, while restoring liberation and order to their lives. https://www.paretosystems.com/blog/admin/upload/audio/4eb16cd3-ffa7-456d-b799-7e507c0dab85/STPC-ATL.11.07.2019.Duncan-MacPherson-FINAL.mp3 Tue, 12 Nov 2019 17:26:13 +0000 https://www.paretosystems.com/blog/admin/upload/audio/4eb16cd3-ffa7-456d-b799-7e507c0dab85/STPC-ATL.11.07.2019.Duncan-MacPherson-FINAL.mp3 #Post Get ready to take your business to the next level! Duncan MacPherson joins Ted Jenkin and Lee Heisman in The Shrimp Tank Podcast where they discuss the Pareto Systems Process that helps fee-for-service professionals attract and keep great clients, deploy an impeccable client experience, while restoring liberation and order to their lives. 55:46 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems When goal setting, we tend to focus on what we aspire to, and look forward. In this episode, Duncan explains how looking back and mentoring others is an important foundation for moving forward. We help our clients set and achieve their goals. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html https://www.paretosystems.com/blog/admin/upload/audio/555a7bae-a290-4443-8430-0aa02fda2861/BSM20_Moving_Beyond_Interlude.mp3 Thu, 07 Nov 2019 17:55:41 +0000 https://www.paretosystems.com/blog/admin/upload/audio/555a7bae-a290-4443-8430-0aa02fda2861/BSM20_Moving_Beyond_Interlude.mp3 #Post When goal setting, we tend to focus on what we aspire to, and look forward. In this episode, Duncan explains how looking back and mentoring others is an important foundation for moving forward. We help our clients set and achieve their goals. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html 3:57 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Adapt and plan to thrive while others struggle to survive... https://www.paretosystems.com/blog/admin/upload/audio/52d7c43e-6a2d-4c45-8ba8-8660807e4db6/Advisor_of_the_Future_podcast.mp3 Tue, 05 Nov 2019 19:53:26 +0000 https://www.paretosystems.com/blog/admin/upload/audio/52d7c43e-6a2d-4c45-8ba8-8660807e4db6/Advisor_of_the_Future_podcast.mp3 #Post Adapt and plan to thrive while others struggle to survive... 55:04 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this 'From the Field' podcast Duncan speaks with Dan Klein - author of "My 3:59 - The man I am called to be" about critical life events and how to overcome and conquer adversity. https://www.paretosystems.com/blog/admin/upload/audio/d4fab693-3b37-4e0f-b69e-66bf7256b483/Dan Klien 359 Podcast edited2.mp3 Tue, 29 Oct 2019 19:54:28 +0000 https://www.paretosystems.com/blog/admin/upload/audio/d4fab693-3b37-4e0f-b69e-66bf7256b483/Dan Klien 359 Podcast edited2.mp3 #Post In this 'From the Field' podcast Duncan speaks with Dan Klein - author of "My 3:59 - The man I am called to be" about critical life events and how to overcome and conquer adversity. 53:07 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Crack the code with strategic partners. While the source of your most valuable perspective clients are friends and family members of your existing clients, their service providers are a close second. In this episode Duncan discuss strategies to build a strong strategic partner referral network. Want to engage your strategic partners? The Pareto Systems 'Two-Way Street' process will help you build a strong network of strategic partners: https://paretosystems.com/two-way-street.html https://www.paretosystems.com/blog/admin/upload/audio/3a1e2edd-f14e-4aae-899b-a9511c4fa12a/2.5.19_Engage_partners_process.mp3 Tue, 22 Oct 2019 18:24:16 +0000 https://www.paretosystems.com/blog/admin/upload/audio/3a1e2edd-f14e-4aae-899b-a9511c4fa12a/2.5.19_Engage_partners_process.mp3 #Post Crack the code with strategic partners. While the source of your most valuable perspective clients are friends and family members of your existing clients, their service providers are a close second. In this episode Duncan discuss strategies to build a strong strategic partner referral network. Want to engage your strategic partners? The Pareto Systems 'Two-Way Street' process will help you build a strong network of strategic partners: https://paretosystems.com/two-way-street.html 5:19 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this episode Duncan discuss the concept of the Ideal Client Event, that's agenda driven and more experiential than a simple presentation, to re-introduce and shift the focus from products, pricing and performance to a trusting relationship with the people, the practice and the process. https://www.paretosystems.com/blog/admin/upload/audio/23760e58-abc8-4c9f-94cd-4fb8e00e93e1/BSM9_Ideal_Client_Event.mp3 Thu, 17 Oct 2019 19:31:45 +0000 https://www.paretosystems.com/blog/admin/upload/audio/23760e58-abc8-4c9f-94cd-4fb8e00e93e1/BSM9_Ideal_Client_Event.mp3 #Post In this episode Duncan discuss the concept of the Ideal Client Event, that's agenda driven and more experiential than a simple presentation, to re-introduce and shift the focus from products, pricing and performance to a trusting relationship with the people, the practice and the process. 5:59 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Matt Halloran and Duncan MacPherson dive into the changing philosophy of advisor mindsets, along with the evolving process involved being a quality financial advisor. Duncan offers an extensive understanding of these changing practices, along with reliable content you can execute in your current practice to ensure you're working towards your future self. If you want to be satisfied with your business, and have satisfied clients, you need to be practicing TOTAL CLIENT ENGAGEMENT. Duncan's revolutionary system for considering client satisfaction may be the key to turning around your business. Listen today! https://www.paretosystems.com/blog/admin/upload/audio/96afc9bd-7137-424e-84c1-1fd05154f2d6/Matt_Halloran_TCE_with_Duncan_MacPherson.mp3 Thu, 10 Oct 2019 13:50:16 +0000 https://www.paretosystems.com/blog/admin/upload/audio/96afc9bd-7137-424e-84c1-1fd05154f2d6/Matt_Halloran_TCE_with_Duncan_MacPherson.mp3 #Post Matt Halloran and Duncan MacPherson dive into the changing philosophy of advisor mindsets, along with the evolving process involved being a quality financial advisor. Duncan offers an extensive understanding of these changing practices, along with reliable content you can execute in your current practice to ensure you're working towards your future self. If you want to be satisfied with your business, and have satisfied clients, you need to be practicing TOTAL CLIENT ENGAGEMENT. Duncan's revolutionary system for considering client satisfaction may be the key to turning around your business. Listen today! 37:12 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this episode of the Blue Square Method, Attracting, not Chasing, Duncan discusses the contrast principle and how to successfully implement to attract new clients rather than chase them. https://www.paretosystems.com/blog/admin/upload/audio/48fdede7-7a78-4c0d-bf6d-ccf4ec5583c4/1.22.19 attracting not chasing.mp3 Tue, 01 Oct 2019 19:56:16 +0000 https://www.paretosystems.com/blog/admin/upload/audio/48fdede7-7a78-4c0d-bf6d-ccf4ec5583c4/1.22.19 attracting not chasing.mp3 #Post In this episode of the Blue Square Method, Attracting, not Chasing, Duncan discusses the contrast principle and how to successfully implement to attract new clients rather than chase them. 5:48 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Join Chris Jeppesen, Chief of Advisory Practices at First Trust, and Duncan MacPherson, CEO of Pareto Systems, as they discuss how some of the best advisors are not trying to be all things to all people, but all things to some people. It's not how big they can get but how small they can stay. https://www.paretosystems.com/blog/admin/upload/audio/ca815902-96c6-40bd-916a-2f70df7159f5/5.23.19_True_North_Blue_Square_BSMV.mp3 Fri, 27 Sep 2019 19:57:01 +0000 https://www.paretosystems.com/blog/admin/upload/audio/ca815902-96c6-40bd-916a-2f70df7159f5/5.23.19_True_North_Blue_Square_BSMV.mp3 #Post Join Chris Jeppesen, Chief of Advisory Practices at First Trust, and Duncan MacPherson, CEO of Pareto Systems, as they discuss how some of the best advisors are not trying to be all things to all people, but all things to some people. It's not how big they can get but how small they can stay. 4:08 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Join Chris Jeppesen, Chief Of Advisory Practices at First Trust, and Duncan MacPherson, CEO of Pareto Systems, as the discuss their upcoming book 'The Blue Square Method' and introduce the premise known as 'Always On', the next step in unlocking another level of both personal and professional development. https://www.paretosystems.com/blog/admin/upload/audio/0d80dce6-b04c-4b4a-ad8d-21eaea972a3d/5.23.19_True_North_Blue_Square_BSMV.mp3 Tue, 24 Sep 2019 20:23:30 +0000 https://www.paretosystems.com/blog/admin/upload/audio/0d80dce6-b04c-4b4a-ad8d-21eaea972a3d/5.23.19_True_North_Blue_Square_BSMV.mp3 #Post Join Chris Jeppesen, Chief Of Advisory Practices at First Trust, and Duncan MacPherson, CEO of Pareto Systems, as the discuss their upcoming book 'The Blue Square Method' and introduce the premise known as 'Always On', the next step in unlocking another level of both personal and professional development. 4:08 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems 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. https://www.paretosystems.com/blog/admin/upload/audio/dd3b9db5-f50c-4dac-99e2-d00dd6fc1ae7/5.16.19_BSM4_Who You're Exposed to Determines Your Progress.mp3 Thu, 19 Sep 2019 19:57:45 +0000 https://www.paretosystems.com/blog/admin/upload/audio/dd3b9db5-f50c-4dac-99e2-d00dd6fc1ae7/5.16.19_BSM4_Who You're Exposed to Determines Your Progress.mp3 #Post 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. 4:26 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Avoid those that are negative, cynical and perpetually fault-finding to avoid becoming part of that environment. Here at Pareto we surround ourselves with a great team of people that are continuously pushing each other to be better. If you are interested in becoming a Pareto Certified Coach and joining this great team visit: https://www.paretosystems.com/coaches-network.html https://www.paretosystems.com/blog/admin/upload/audio/c05f60fc-3f45-4bb1-bfb7-61b354d36e45/5.14.19_Surround_yourself_BSM.mp3 Mon, 16 Sep 2019 17:07:32 +0000 https://www.paretosystems.com/blog/admin/upload/audio/c05f60fc-3f45-4bb1-bfb7-61b354d36e45/5.14.19_Surround_yourself_BSM.mp3 #Post Avoid those that are negative, cynical and perpetually fault-finding to avoid becoming part of that environment. Here at Pareto we surround ourselves with a great team of people that are continuously pushing each other to be better. If you are interested in becoming a Pareto Certified Coach and joining this great team visit: https://www.paretosystems.com/coaches-network.html 3:32 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Scalable growth and client acquisition is based on alignment and your fit process - not overcoming objections. In this episode of the Blue Square Method, The Art and Science of scalable growth, Duncan explains how your fit process and focus on stewardship moves clients through onboarding and to advocacy. Work with my team to establish and/or refine a fit process and achieve scalable growth: www.paretosystems.com/total-client-engagement https://www.paretosystems.com/blog/admin/upload/audio/e1ca093c-e61e-43a2-bce3-b3a490282b9f/BSM17_Art_Science_Scalable_Growth.mp3 Thu, 12 Sep 2019 20:14:02 +0000 https://www.paretosystems.com/blog/admin/upload/audio/e1ca093c-e61e-43a2-bce3-b3a490282b9f/BSM17_Art_Science_Scalable_Growth.mp3 #Post Scalable growth and client acquisition is based on alignment and your fit process - not overcoming objections. In this episode of the Blue Square Method, The Art and Science of scalable growth, Duncan explains how your fit process and focus on stewardship moves clients through onboarding and to advocacy. Work with my team to establish and/or refine a fit process and achieve scalable growth: www.paretosystems.com/total-client-engagement 3:40 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems This Lightning in a Bottle audio is from a recent consultation I had with one of our Blue Square Consulting clients. I speak with John about how to make himself obsolete and empower his team to liberate him to do what he get paid to do. https://www.paretosystems.com/blog/admin/upload/audio/5c2b4f78-ba95-4aeb-b0cb-3354f879f34d/9.5.19_BSM_PODCAST_Make Yourself Obsolete.mp3 Wed, 04 Sep 2019 19:58:38 +0000 https://www.paretosystems.com/blog/admin/upload/audio/5c2b4f78-ba95-4aeb-b0cb-3354f879f34d/9.5.19_BSM_PODCAST_Make Yourself Obsolete.mp3 #Post This Lightning in a Bottle audio is from a recent consultation I had with one of our Blue Square Consulting clients. I speak with John about how to make himself obsolete and empower his team to liberate him to do what he get paid to do. 5:26 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems This Lightning in a Bottle audio is from a recent consultation I had with one our Blue Square Consulting clients. We talk about his branding and messaging as he moves up market working with business owners, professionals, and executives. https://www.paretosystems.com/blog/admin/upload/audio/c8876ada-1cb6-471e-95bb-498ae2cc70d3/John Greene Podcast FINAL.mp3 Thu, 29 Aug 2019 20:26:35 +0000 https://www.paretosystems.com/blog/admin/upload/audio/c8876ada-1cb6-471e-95bb-498ae2cc70d3/John Greene Podcast FINAL.mp3 #Post This Lightning in a Bottle audio is from a recent consultation I had with one our Blue Square Consulting clients. We talk about his branding and messaging as he moves up market working with business owners, professionals, and executives. 30:07 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this episode of The Blue Square Method, Duncan discusses the difference between a 'sales process' and a 'fit process' and how using a 'fit process' can help a prospective client reveal the unmet needs that they're trying to have addressed. We work our clients to establish a fit process to improve their refer-ability. See if you are a fit for Blue Square: www.paretosystems.com/blue-square https://www.paretosystems.com/blog/admin/upload/audio/fbf25f6b-51a4-49ad-ac4f-94704b2a9d4b/BSM12 _How_To_Reveal.mp3 Tue, 20 Aug 2019 19:59:30 +0000 https://www.paretosystems.com/blog/admin/upload/audio/fbf25f6b-51a4-49ad-ac4f-94704b2a9d4b/BSM12 _How_To_Reveal.mp3 #Post In this episode of The Blue Square Method, Duncan discusses the difference between a 'sales process' and a 'fit process' and how using a 'fit process' can help a prospective client reveal the unmet needs that they're trying to have addressed. We work our clients to establish a fit process to improve their refer-ability. See if you are a fit for Blue Square: www.paretosystems.com/blue-square 5:49 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this episode of The Blue Square Method video Duncan discusses the importance of self motivation in aspiring to the next level in terms of business development and practice management. https://www.paretosystems.com/blog/admin/upload/audio/9e63e600-3d13-4228-909e-0a4e4229d0bf/BSM11_Motivation_Separates.mp3 Tue, 13 Aug 2019 20:00:15 +0000 https://www.paretosystems.com/blog/admin/upload/audio/9e63e600-3d13-4228-909e-0a4e4229d0bf/BSM11_Motivation_Separates.mp3 #Post In this episode of The Blue Square Method video Duncan discusses the importance of self motivation in aspiring to the next level in terms of business development and practice management. 4:25 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Join Pareto Systems CEO Duncan MacPherson and Ted Jenkin, CEO of Hyperchat Social as they discuss 'How to Make Your Brand More Personable with Social Media' https://www.paretosystems.com/blog/admin/upload/audio/768b7d2a-2e18-4160-9d03-586f17520ed5/Hyperchat podcast edited.mp3 Thu, 08 Aug 2019 20:00:58 +0000 https://www.paretosystems.com/blog/admin/upload/audio/768b7d2a-2e18-4160-9d03-586f17520ed5/Hyperchat podcast edited.mp3 #Post Join Pareto Systems CEO Duncan MacPherson and Ted Jenkin, CEO of Hyperchat Social as they discuss 'How to Make Your Brand More Personable with Social Media' 54:34 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this episode of The Blue Square Method, Duncan discusses the importance of establishing processes and sticking to plans. We help our clients refine, optimize, professionalize and standardize everything so they can monetize with predictability. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html https://www.paretosystems.com/blog/admin/upload/audio/d85741a1-9b23-45b1-b9df-e42581fc34d9/BSM13_Stick_to_Plan.mp3 Mon, 05 Aug 2019 16:36:44 +0000 https://www.paretosystems.com/blog/admin/upload/audio/d85741a1-9b23-45b1-b9df-e42581fc34d9/BSM13_Stick_to_Plan.mp3 #Post In this episode of The Blue Square Method, Duncan discusses the importance of establishing processes and sticking to plans. We help our clients refine, optimize, professionalize and standardize everything so they can monetize with predictability. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html 3:43 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this podcast Duncan demystifies business development and marketing in the financial world; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Knowledge-for-Profit Professionals achieve liberation and order in their businesses through step-by-step methodology and execution. Learn more about Pareto Systems: https://www.paretosystems.com/ Listen to more of Gerard Bissett's Podcasts: https://soundcloud.com/gerard-bissett https://www.paretosystems.com/blog/admin/upload/audio/406ce0db-d602-4d37-b8c5-e85fc4c72553/Break_Free_of_Commoditisation_Gerard_Bissett1.mp3 Tue, 09 Jul 2019 13:55:52 +0000 https://www.paretosystems.com/blog/admin/upload/audio/406ce0db-d602-4d37-b8c5-e85fc4c72553/Break_Free_of_Commoditisation_Gerard_Bissett1.mp3 #Post In this podcast Duncan demystifies business development and marketing in the financial world; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Knowledge-for-Profit Professionals achieve liberation and order in their businesses through step-by-step methodology and execution. Learn more about Pareto Systems: https://www.paretosystems.com/ Listen to more of Gerard Bissett's Podcasts: https://soundcloud.com/gerard-bissett 38:31 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this episode of From the Field, Duncan MacPherson and Chris Jeppesen announce their upcoming book (the follow-up to The Advisor Playbook) entitled 'The Blue Square Method', live from Wall Street. The Blue Square Method focuses on fee-for-service professionals and practice management with a focus on improved work/life balance and self-actualization as you reach for the best version of yourself. We apologize for the sound quality. We will be careful not to record on Wall Street again! Are you looking to become the best version of yourself? Talk to us today about the Blue Square Method process: https://www.paretosystems.com/blue-square.html https://www.paretosystems.com/blog/admin/upload/audio/fcbaeb5d-969c-4f27-87dd-7c017b14c7c9/FTF59.mp3 Thu, 18 Oct 2018 20:02:04 +0000 https://www.paretosystems.com/blog/admin/upload/audio/fcbaeb5d-969c-4f27-87dd-7c017b14c7c9/FTF59.mp3 #Post In this episode of From the Field, Duncan MacPherson and Chris Jeppesen announce their upcoming book (the follow-up to The Advisor Playbook) entitled 'The Blue Square Method', live from Wall Street. The Blue Square Method focuses on fee-for-service professionals and practice management with a focus on improved work/life balance and self-actualization as you reach for the best version of yourself. We apologize for the sound quality. We will be careful not to record on Wall Street again! Are you looking to become the best version of yourself? Talk to us today about the Blue Square Method process: https://www.paretosystems.com/blue-square.html 2:49 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems In this episode of From the Field, Duncan discusses using symbols to re-inforce your value proposition. Our friends at Lavish Cards produce the highest quality cards that can symbolize your value and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com https://www.paretosystems.com/blog/admin/upload/audio/5e61cffd-4bdd-4972-9c7a-24ca7f9cdda2/FTF58.mp3 Thu, 11 Oct 2018 20:02:42 +0000 https://www.paretosystems.com/blog/admin/upload/audio/5e61cffd-4bdd-4972-9c7a-24ca7f9cdda2/FTF58.mp3 #Post In this episode of From the Field, Duncan discusses using symbols to re-inforce your value proposition. Our friends at Lavish Cards produce the highest quality cards that can symbolize your value and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com 5:03 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Taking your process from vapor to paper is Duncan's topic in this episode of From the Field shot on beautiful Okanagan Lake. Sending high quality greeting cards, especially for Thanksgiving Day, can help professionalize the client experience while reinforcing your personal branding. Our friends at Lavish Cards produce the highest quality cards that will allow you to own the mantle and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com https://www.paretosystems.com/blog/admin/upload/audio/bccc0a16-2e3f-45db-8f5c-ab9d71eb1e82/FTF57.mp3 Fri, 05 Oct 2018 20:03:20 +0000 https://www.paretosystems.com/blog/admin/upload/audio/bccc0a16-2e3f-45db-8f5c-ab9d71eb1e82/FTF57.mp3 #Post Taking your process from vapor to paper is Duncan's topic in this episode of From the Field shot on beautiful Okanagan Lake. Sending high quality greeting cards, especially for Thanksgiving Day, can help professionalize the client experience while reinforcing your personal branding. Our friends at Lavish Cards produce the highest quality cards that will allow you to own the mantle and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com 4:54 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems Streamline your processes to elevate the client experience for the 20 percent of your clients who generate 80 percent of your business to take your business to the next level! Do the concepts we post resonate with you? Join me at one of our upcoming 'Mastermind' sessions in Palm Springs or Kelowna this fall where I can help you to start implementing these concepts into your practice. Dates and details here: www.paretosystems.com/mastermind-total-client-engagement https://www.paretosystems.com/blog/admin/upload/audio/84cb1a29-2931-4fd4-b79c-8cb8e6a28733/FTF56.mp3 Mon, 01 Oct 2018 20:04:05 +0000 https://www.paretosystems.com/blog/admin/upload/audio/84cb1a29-2931-4fd4-b79c-8cb8e6a28733/FTF56.mp3 #Post Streamline your processes to elevate the client experience for the 20 percent of your clients who generate 80 percent of your business to take your business to the next level! Do the concepts we post resonate with you? Join me at one of our upcoming 'Mastermind' sessions in Palm Springs or Kelowna this fall where I can help you to start implementing these concepts into your practice. Dates and details here: www.paretosystems.com/mastermind-total-client-engagement 4:44 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems The people who like us the most need us the least! The most successful financial advisors, and basically all knowledge-for-profit professionals, like professional athletes have coaches there at the pinnacle of accomplishment in their fields. To learn more about our coaching options, schedule a complimentary Pareto Intro Call: https://www.paretosystems.com/schedule-a-call.html https://www.paretosystems.com/blog/admin/upload/audio/64ce2214-3b22-477a-b9f2-3e46f1b8f62a/FTF54.mp3 Mon, 17 Sep 2018 15:41:10 +0000 https://www.paretosystems.com/blog/admin/upload/audio/64ce2214-3b22-477a-b9f2-3e46f1b8f62a/FTF54.mp3 #Post The people who like us the most need us the least! The most successful financial advisors, and basically all knowledge-for-profit professionals, like professional athletes have coaches there at the pinnacle of accomplishment in their fields. To learn more about our coaching options, schedule a complimentary Pareto Intro Call: https://www.paretosystems.com/schedule-a-call.html 5:02 no Financial Advisors,blog,podcast,coaching,branding,client acquisition,referrals,practice management,client experience,Duncan MacPherson,speaking,corporate consulting,accounting,professional branding,Pareto Systems