The Art and Science
of Exit Planning
Includes Q&A - with Duncan and Ted
Thursday, August 25th at 12 pm ET
In this fast-paced conversation, Duncan MacPherson speaks with, Serial Entrepreneur, Ted Jenkin about getting way out in front of your liquidly event and all of the various factors that go into it.
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Proven Strategies Blog

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2022-08-08 • 20 second read

Six years after ’The Advisor Playbook’, financial professionals are that many years further down their path with new needs and evolved ambitions. After hundreds of interactions with some of the best teams in the business, Chris Jeppesen and Duncan MacPherson have captured the mindset and best practices of those who are continuing to evolve and grow.

The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to unlock the next level of both quantitative and qualitative results. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.

Visit thebluesquaremethod.com to order your copy!.

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2022-08-16 • 2 minute read

A successful F4S professional understands that trust is the lifeblood of meaningful long term relationships, but if trust is so important, let’s expand on this and consider for a moment what it is specifically that your clients trust.

When we ask our F4S clients to list specific things that their clients trust, we usually hear things like professionalism, integrity, knowledge, confidentiality, fiduciary responsibility and the like. All of which are important – but those are the qualities, skills and intentions

Click to read more on LinkedIn: https://bit.ly/ps_dmac19

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2022-08-15 • 20 second read

In this excerpt from episode 25 of the ‘Always On with Duncan MacPherson’ podcast my guest Richard Watts discusses the complexities of intergenerational wealth.

Click here to watch on YouTube

2022-08-12 • 20 second read

Legacy planning is much more than transferring money from one generation to the next.
 
It’s also about transferring values. If you simply “give” the money to your children, they might lack the wisdom, grit, and satisfaction of accomplishment that only struggle and adversity can bring.
 
Tune in to the latest episode of the Always On with Duncan MacPherson podcast to learn how you can help your clients prepare their children for the real world, instead of spoiling them with free money, by clicking here: 

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2022-08-11 • 20 second read

Entitlemania with Richard Watts

Legacy planning is much more than transferring money from one generation to the next. It’s also about transferring values. If you simply “give” the money to your children, they might lack the wisdom, grit, and satisfaction of accomplishment that only struggle and adversity can bring.

In this episode Duncan MacPherson joins Richard Watts, author of Entitlemania: How Not To Spoil Your Kids, And What To Do If You Have! Having been the wise counsel to many of America’s wealthiest families, Richard shares how you can help your clients prepare their children for the real world, instead of spoiling them with free money.

Richard and Duncan discuss:

  • How to prompt wealth transfer conversations that your clients might not like 
  • Why first-generation earners should not deprive their children of experiential learning 
  • Real-life examples of families who have adopted the “tough love” approach
  • How to take your relationship management to the next level
  • And more

Tune in now (or download it for later!) by clicking here: https://bit.ly/AODM_ep25

Feel free to share your thoughts on this episode or reach out with follow-up questions. We always appreciate feedback!

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2022-08-10 • 20 second read

There is an art and science to working ON yourself and ON your business. We’ve experienced first-hand that you can learn a lot from reading a book. You can learn even more from writing one. The exercise of creating something is powerful. It forces you to dig deep and study a subject in a more meaningful way, and that knowledge can be retained. It takes you to an experiential reality rather than a theoretical one. Coaches are notoriously “often wrong but never in doubt”. By that we mean, they have confidence in their ideas and strategies that are both timely and timeless, and they can have immense persuasive impact, but they too can be lacking in customization and implementation longevity. Square peg, meet round hole. We spent the past several years playing at a high level - interacting with some of the most accomplished F4S professionals in existence - and extracted those observations, shaped it all into this book and expanded our relevance in the process.

This is an excerpt of the upcoming book The Blue Square Method by Duncan MacPherson and Chris Jeppesen. Download Chapter 1 for free now at: TheBlueSquareMethod.com

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2022-08-09 • 20 second read

There is a profound difference between doing something because of compliance and obligation and doing something because of deeply seated desire. One of the many examples we’ve seen that personifies the human spirit in terms of self-motivation comes from the world of athletics.

Click here to read more on LinkedIn

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2022-08-08 • 3 minute video

In this excerpt from episode 24 of the ‘Always On with Duncan MacPherson’ podcast my guest Chris Jeppesen and I discuss how market forces are driven by human nature, and we share some stories on how that is playing out right now.

Click here to watch on YouTube

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2022-08-05 • 20 second read

Remember: Most limitations are self-imposed. There is a process to achieve both consistent organic and scalable growth and they are interconnected through conversion and convergence without compromising your values, personal health and wellness or work-life balance. We get it. If you’re a parent we know that you’ve got about 18 summers with your kids and those 18 years will come and go very quickly. We want you to cherish that time as you flourish professionally. We’ve seen where, in an attempt to grow, the wake of disruption on the home front has been colossal. Remember that old saying - you’re only as happy as your least-happy child - but you can have it all. You might not be able have it all at once, but your trajectory aims you and your momentum can incrementally compound, moving you to a personal and professional inflection point.

This is an excerpt of Duncan MacPherson and Chris Jeppesen’s new book ’The Blue Square Method’. Download Chapter 1 for free now at: TheBlueSquareMethod.com

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2022-08-04 • 20 second read

Planning, philosophy and process are all interdependent. Educating a prospective client as to why this is – or re-framing your value with an existing client through the three Ps – helps them buy into your positioning as a professional consultant. 

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