Shaping Your Branding Strategy
Includes Q&A
Tuesday, July 25th at 12 pm ET
Join Duncan MacPherson, co-author of The Advisor Playbook and The Blue Square Method, for this fast-paced webinar as he explores the essentials of shaping a powerful branding strategy. Duncan will focus on viewing your brand from your clients' perspective and leveraging that insight to create a compelling and authentic brand.
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2024-06-04 • 20 second read

Through the Lens of Your Clients

Join Duncan MacPherson, co-author of The Advisor Playbook and The Blue Square Method, for this past-paced webinar as he explores the essentials of shaping a powerful branding strategy. Duncan will focus on viewing your brand from your clients' perspective and leveraging that insight to create a compelling and authentic brand.

Duncan will share some of Pareto's most effective branding strategies, designed to help you differentiate yourself in a crowded market and build a memorable, client-centric brand.

Additionally, Duncan will discuss the importance of client testimonials and how to incorporate them into your branding strategy. Learn how to gather impactful testimonials, present them effectively, and use them to build trust and credibility with prospective clients.

Don't miss this opportunity to gain actionable tips and learn how to shape a branding strategy that not only stands out but truly reflects the value you provide to your clients.

Date: Tuesday, June 25th, 2024

Time: 12pm to 1pm ET

Host: Duncan MacPherson

Register: www.paretosystems.com/webinars

2024-06-12 • 1 min video

This Video Clip is from episode 59 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Isaac Richard III, CEO of Mavros Capital.

WATCH the entire video clip on YouTube by clicking here:  https://youtu.be/TaTreX6LZ90

2024-06-10 • 2 minute video

Build Trust as a New-Gen Wealth Manager 

Feeling like experience is the only currency for high-net-worth clients? This advisor proves age is a number. Learn how he built a thriving practice by focusing on continuous learning, challenging thinking, and facilitating crucial family conversations. Discover how to win trust and attract wealthy clients regardless of your age.

Stream the entire podcast featuring, Isaac Richard III, President of Mavros Capital, by clicking one of the links below:

Apple Podcasts:  paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
 

2024-06-07 • 1 min video

This Video Clip is from episode 59 of the "Always On with Duncan MacPherson" financial advisor podcast featuring Isaac Richard III, CEO of Mavros Capital.

WATCH the entire video clip on YouTube by clicking here:  https://youtu.be/EAvGGBVkhJE
 

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2024-06-06 • 20 second read

The Advisor of Tomorrow with Isaac Richard III 

Newer advisors in the industry are always thinking of ways to not just survive but thrive.

Meanwhile, more experienced advisors want to attract younger talent as part of their continuity and succession plan.

Let's explore this transition to the next generation and how it coincides with a similar wealth transition among clients. In this episode, Duncan MacPherson speaks with Isaac Richard III, CEO of Mavros Capital, about forward-thinking growth strategies that cater to the advisor and client of tomorrow.

They discuss:

  • How younger advisors can break through the "reputational equity" barrier
  • The evolving needs of Gen 2 clients and their family dynamics
  • The essential role of technology, particularly AI, in modernizing advisory services and client interactions
  • Actionable insights into advisor branding
  • How to enhance your fee-worthiness in the current environment
  • And more

Stream the new episode of Always On by clicking a link below 

Apple Podcasts:  paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

 

 

2024-06-06 • 4 min video

Serving the Next Generation 

Feeling limited by the traditional wealth management model? Discover how this advisor built a breakaway firm, Mavros, to serve families of all sizes and bridge the wealth transfer gap. Learn his secrets to scaling family office services and capitalizing on the upcoming generational shift in wealth.

Stream the entire podcast featuring, Isaac Richard III, President of Mavros Capital, by clicking one of the links below:

Apple:  paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

2024-06-05 • 2 min video

Thank you, Brent and Lance Steinberg, of the Steinberg Investment Group, for sharing your story with us. It is always refreshing to hear the impact of our coaching through the lens of our clients. 

Brent and Lance have worked with their Pareto Coach Marci Fried, to transform their approach. A standout moment in their journey was when a client effortlessly introduced a friend to their firm by clearly articulating the firm's unique strengths. As they noted, "For us to deliver that information successfully to our clients, for the clients to then socialize that to their friends and family members. For a seamless introduction. That to me was a massive success story."

Curious about how coaching can benefit your practice? Download our free whitepaper, "A Guide to Financial Advisor Coaching," to learn how to choose the right coach and transform your business: paretosys.co/guide-to-fa-coaching

Also, if you want to see Brent and Lance's FULL testimonial on YouTube, here's the link: https://youtu.be/BxYZl6pi2Hk 

2024-06-04 • 1 min video

Watch the full Blue Square Video, "Overcoming the Interlude: Turning Intention into Action for Financial Advisors Ep. 179", where Duncan outlines a powerful three-step approach financial advisors can use to prime the pump, resonate with clients, and validate the improvements to their client experience. Link is here: youtu.be/QrzUus_W7xY

2024-06-03 • 4 min video

Turning Intention into Action for Financial Advisors

Explore a powerful three-step approach financial advisors can use to prime the pump, resonate with clients, and validate the improvements to their client experience. This method not only improves quantitative outcomes but also enhances qualitative aspects, giving advisors a renewed sense of purpose, relevance, and energy.

If you like this video, check out Duncan's YouTube Channel "Duncan MacPherson", and Subscribe for videos like this and much more. His channel is dedicated to helping you improve client relationships, create a steady stream of quality referrals, and optimize your business strategies. Don't miss out on valuable insights to take your practice to the next level! We add more videos on YouTube then LinkedIn! YouTube Link: www.youtube.com/@Dmac8020 

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2024-05-31 • 20 second read

Firms that are winning and recruiting advisors right now, what are they doing differently?

How are they managing to attract top talent?

I talk about this in the latest episode of the Always On podcast with Louis Diamond, President of Diamond Consultants.

The episode is packed with insights on boosting efficiency, profitability, and overall business value.

Listen now by clicking a link below: 

Apple Podcasts:  paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

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