From Advisor to CEO
Includes Q&A - with Duncan
Tuesday, December 13th at 12 pm ET
There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.
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Proven Strategies Blog

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2022-11-28 • 20 second read

What does the advisor of the future look like?

There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.

Learn how to:

  • Grow on your own terms
  • Drive enterprise value
  • De-risk your business
  • Build a scalable playbook

Join Duncan for this informative Go-to-Webinar webcast by clicking here:

Can’t make it, but don’t want to miss out? Don’t worry, register now and ask your question, and we will give you access to the recording following the broadcast.

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2022-12-02 • 20 second read

Remove the mystery for the world around who your ideal client is. People who chase speak in terms of who they are looking for, people who attract speak in terms of who they are suited for. Professional scarcity conveys that you are not all things to all people. You are all things to some people. Define this on a sheet of paper that is client-facing. Show it to them as you are telling them that you only accept new clients that are introduced to you, and assuming there is a good fit.

Download Chapter 1 of The Blue Square Method for free now at:

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2022-12-01 • 20 second read

Stephen Covey, the legendary author of the book The 7 Habits of Highly Effective People, advised that you should always begin with the end in mind … I suggest that you apply a mindset of building a business with the intention of selling it for maximum value at some point in the future.

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2022-11-30 • 20 second read

The reason we say that branding is a continual effort is because the law of optimization reminds us that we have to continually refine and optimize to rejuvenate, in order to keep up with natural decline. Think of exercise. Have you noticed that disciplines take far longer to compound than neglect requires to erode them? Don’t misinterpret this. We are glass-half-full optimists, but we’re always mindful of competitive forces, commoditization and the law of familiarity. You might have heard the joke about the parkour enthusiast jumping from building to building and feeling energized, and on one jump missing the landing and falling. According to the story, someone on the fifth floor heard him yell, “So far so good!” If we allow ourselves to take things for granted, we can engineer our own collision course with obsolescence.

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2022-11-29 • 2 minute read

In business and in life, it’s not about wins and losses but about how you play - and if and when you’ll stop learning and growing. Getting set in our ways is understandable, especially later in life. Coasting is easier, so it’s impressive seeing someone on the back-nine of life still committed to health and wellness, attending yoga sessions and gym classes…

Click here to read more on LinkedIn

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2022-11-28 • 2 minute video

Obviously there are fundamentally essential elements of how you conduct yourself that impact the enterprise value of your business. The one that is getting so much more attention in the last couple of years is your intellectual property, and the degree that you run your business like a business.

Click here to watch on YouTube

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2022-11-25 • 20 second read

The best way to take care of your business, your clients and your growth potential is to take impeccable care of yourself. You can’t pour from an empty cup. We’ve seen fee-for-service professionals strive to take care of everybody and everything around them, but it came at their own expense. Self-sacrifice does not breed respect, self-interest does. So in that hour-a-day, or whatever model you adopt, charge up your batteries, pay tribute to the temple (your mental and physical health) and slow life down a little.

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2022-11-24 • 20 second read

Frustration and anxiety are born in the space between expectation and reality. If your expectation is high and the results you get are low, you’re going to be let down. Work the process and results will come.

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2022-11-23 • 20 second read

A Pareto + AdvisorStream Event

How can you put more sand in your hourglass? And at the same time elevate the client experience? In this webinar, Duncan is joined by special guest Kevin Mulhern, co-founder of Advisor Stream, as they show you how to provide relevant timely content that your clients will actually find of value.

If you are not just a Needs-based planner, but a Goals-based planner, how do you stay top of mind in a world with so much noise? How do you build a presence in online communication that instills confidence in your personal brand? How do you use process and automation to incorporate content that is personalized for your very best clients, prospective clients and strategic partners?

During this session, learn exactly how to:

  • Be perceived even more as a Goals-Based Planner to your clients
  • Achieve total client engagement in all channels of communication
  • Competitor proof clients with amazing personalized content
  • Incorporate a proven-driven content tool, like Advisor Stream, in your business to save you time and dramatically increase your current client experience

Watch the replay of Duncan and Kevin’s informative Go-to-Webinar webcast by clicking here:

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2022-11-23 • 20 second read

You might be wondering why branding appears as such an early chapter in this book. It’s because branding is one of the easiest adjustments to make that gets dramatic results. Consider again the art and science of being a fee-for-service professional. The science being your technical ability and core competency - the art being how you achieve professional contrast. The art, not the science, is often what separates the best from the rest. In client acquisition, once a prospective client becomes aware of your existence, you are trying to hold their attention and have them tune in to your signal. You want them to say to themselves, “I like that. This is what I want.” A professional branding strategy is a constant work in progress, not a one-and-done. You establish your brand and you keep tinkering and reinforcing it to ensure that you don’t fall into inertia confidence.

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