17 Best Practices that Elevate Consistency, Efficiency and Productivity 

On Tuesday, October 29th at 12 Noon ET join Duncan MacPherson for a fast-paced webinar designed to show you how to integrate AI into your business while leveraging Pareto Systems' proven best practices. Discover how AI can help you to elevate your client experience and streamline your processes for long-term success.

In this session, you'll discover:

• How to implement a process-driven approach that drives enterprise value
• Strategies to convert clients into advocates, maximizing referrals
• Practical ways AI can enhance your client engagement and service model
• Techniques to build a business that serves your life, not the other way around

Unlock the full potential of AI by applying strategies that are focused on building lasting client relationships and elevating your business beyond the competition. Don't miss this opportunity to learn how to blend technology with the human touch to optimize and grow your business.

Click here to register: paretosys.co/webinar-ai

Build Momentum for a Powerful 2025

As 2024 winds down, Q4 is the perfect time to position yourself for a strong finish and set the foundation for an even more successful 2025. Join Duncan MacPherson for this exclusive webinar where he'll share four actionable strategies that he has refined over the years, all designed to generate results quickly and predictably. Here's what you can expect:

• Reconnect with Your Best Clients: Duncan will show you a simple but powerful approach to strengthen client relationships, ensuring they feel valued and engaged.
• Leverage Client Advocacy for Growth: Learn how to empower your clients to speak on your behalf, so you can organically grow your business through their networks.
• Maximize the Year-End Impact: Discover a key strategy for increasing your visibility and making sure your clients keep you top of mind during the holiday season.
• Uncover Hidden Opportunities: He'll introduce a tool that reveals the gaps in your business, allowing you to make precise adjustments that boost productivity and growth.

These strategies are straightforward, easy to implement, and will help you finish 2024 with confidence while setting up a thriving 2025.

Click here to Register:  paretosys.co/webinars

A smooth and memorable client experience isn't just good service, it's a strategic advantage.

Think about how your processes, touchpoints, and engagements can create a lasting impression.

Elevate their experience, and you'll elevate your business.

Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the power of purpose, client experience, and creating a referable business.

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

Navigating the Fork in the Road

In this clip, Duncan MacPherson discusses with Rob Brown the critical decision many financial professionals face"whether to focus on growing a B2C business serving retail clients or scaling up to B2B by bringing in other advisors and acquiring firms. Rob shares his perspective on both paths, highlighting how each can lead to success depending on an advisor's goals and appetite for growth. They also touch on the importance of managing the "hassle factor" and ensuring the business continues to serve one's life as it scales. Whether the goal is to maintain a lifestyle business or build enterprise value, this conversation offers insights into making the right choice for one's unique situation.

Subscribe to the "Always ON" podcast for more strategies on balancing productivity with purpose.

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

Clients are drawn to those who lead with sincerity and intentionality.

How are you building trust and authenticity in your daily interactions? 

Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the power of purpose, client experience, and creating a referable business.

Stream episode 65 of the "Always On with Duncan MacPherson Podcast' at one of the following links:
 

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

Teaching isn't just about sharing knowledge; it's about deepening your own understanding.

It creates clarity, accountability, and mastery.

So, what can you teach today that will help someone else " and in turn, help you? 

Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where they discuss the power of purpose, client experience, and creating a referable business.

Stream episode 65 of the "Always On with Duncan MacPherson Podcast' at one of the following links:

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

Stop Calling Them COIs

In this clip, Duncan MacPherson delves into the significance of language in building relationships with strategic partners. He argues that advisors often use terms like "COIs" (centers of influence), but believes it's more than just semantics. These relationships should focus on adding value to clients, not merely acquiring referrals. Duncan explains why he prefers to call them "strategic partners" within a value-added support team and how this shift in mindset can enhance the client experience. Along with Rob, he also discusses the importance of adhering to one's process and resisting the temptation to deviate from the strategies that have made a business successful.

Subscribe to the "Always ON" podcast for more strategies on balancing productivity with purpose.

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

This short video is from a clip of my recent "Every Business is Built to be Sold" webinar featuring Ted Jenkin. 

Watch the entire clip on YouTube: youtu.be/9nYMhtBHm6M

Purpose-Driven Practice: Elevating Client Experiences with Rob Brown - Always On with Duncan MacPherson Podcast, Ep. 65 

Building meaningful client relationships is essential for long-term success in financial services.

How can you enhance client experiences and ensure lifelong fulfillment while delivering unmatched value?

This week, Duncan MacPherson is joined by Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast.

They explore the significance of purpose in building a client-centric practice, the distinctions between client service and client experience, and actionable insights from Rob's book, "The Truest Fan" and its forthcoming sequel, "The Truest Fan Blueprint." 

They discuss:

• Enhancing Client Experience: The difference between client service and client experience
• The Truest Fan Blueprint: Rob's upcoming book, which provides a roadmap for financial advisors to incorporate purpose into their practice
• Balancing Productivity with Purpose: The importance of maintaining purpose-driven productivity and understanding clients to solve their problems effectively
• Leveraging Technology: The role of AI and video messaging in personalizing client relationships and enhancing process efficiency
• Personal Touches: The value of small, thoughtful gestures in client interactions
• Niche Marketing: Strategies for identifying and serving specific client segments effectively
• And more!

Stream the newest episode of the "Always On" podcast 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

Introducing the Tidy, Orderly, and Proprietary Framework (T.O.P.)

In this video, Duncan MacPherson and Ted Jenkin discuss the essential T.O.P. (Tidy, Orderly, Proprietary) framework for financial advisors looking to prepare their business for sale. From cleaning up your P&L to creating a well-organized business with clear processes and proprietary systems, this clip covers the critical steps needed to maximize your business value. Ted also emphasizes the importance of building a brand that stands out, ensuring client consistency, and understanding the numbers that drive your practice. If you're a financial advisor looking to stage your business for a sale, watch this clip to learn the key tactics that make your practice attractive to buyers.

Key Takeaways:

"    How to organize your business to make it attractive to buyers.
"    Why proprietary processes and branding are critical for business valuation.
"    Practical steps to tidy up your business operations.