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2021-02-25 18:40:49 • 8 min video

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.

2021-02-18 19:06:02 • 7 min video

There are four critical stages to building the enterprise value of your business. In this video, Duncan discusses these stages, and developing a process around them that you and your team can execute on.

2021-02-16 20:44:27 • 4 min video

The teams we work with are typically in one of these three groups: coasting, cresting and climbing. The franchise-ready advisor is a member of the third group who has mastered organic growth and positioned their enterprise for scalable growth through acquisition.
 

2021-02-11 20:56:14 • 8 min video

Referrals come from communication - reminding clients, talking about it - but in a way that's positioned professionally, that is the gateway between endorsement and introduction. Join Duncan as he discusses how the Rule of 52 applies in a financial advisory practice and the impact it can have on the rate of referrals the firm receives.

2021-02-09 20:34:14 • 4 min video

Creating advocates with your existing clients is critical to your organic growth strategy. Join Duncan as he discusses a process to reframe your existing client relationships, fast-tracking advocacy, while giving your clients the tools to communicate your value to friends and family members.

2021-02-04 18:16:00 • 5 min video

Watch as Duncan suggests the best way to take care of your team, and your clients, is to take care of yourself.

2021-02-02 20:29:07 • 3 min video

Join Duncan as he explains the difference between organic and scalable growth and how the synergy of the two can impact and enhance the client experience.

2021-01-28 21:59:56 • 5 min video

What are your goals for this year? How can you achieve them? Watch as Duncan dives deeper into his STRATEGIC Framework and discusses incorporating technology and increasing enterprise value.

2021-01-26 19:21:01 • 8 min video

What do we stand for? What do we hope to accomplish this year? In this video, Duncan discusses the first step in his STRATEGIC Framework, your Strategic Summary, and by how with starting with the end in mind you can develop a plan that focuses on what matters the most.

2021-01-21 20:34:28 • 4 min video

Goal setting and developing a plan to achieve those goals can sometimes be a daunting task. Join Duncan as he provides insights on how to accomplish both tasks effectively so you’re not asking yourself "how will I accomplish my goals?"

2021-01-19 20:32:33 • 7 min video

Watch as Duncan provides actionable strategies to help you not only survive, but thrive in 2021.

This video is an excerpt from a recent webinar: Strategic Planning for 2021. To watch the full webinar visit: www.paretoacademy.com/recorded-webinars

2021-01-14 20:20:05 • 3 min video

Join Duncan as he discusses how important the mentor, Protégé dynamic can be to help overcome obstacles and get you to the next level.

2021-01-12 18:37:34 • 7 minute video

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.

2021-01-07 20:35:25 • 5 min video

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.

2021-01-05 21:32:25 • 6 min video

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.

2020-12-18 21:54:35 • 4 min video

Your business should serve your life, not the other way around. Join Duncan as he discusses shifting from organic to scalable growth to become a franchise ready firm that’s professionalized and process-driven.

WEBINAR INVITATION: “Are you Franchise Ready? A Process for Scalable Growth” Join Duncan for this informative Go-to-Webinar webcast where he will discuss how to become a franchise ready advisor. Click to register free

2020-12-16 18:03:43 • 4 min video

There is an opportunity during this time of uncertainty to refine and optimize your processes to elevate the client experience. In this video, Duncan discusses how you can elevate the client experience while at the same time reframing your best relationships to help drive advocacy and empowerment.

2020-12-10 21:31:42 • 4 min video

Having key philosophies is one of the commonalities of the very best, and it's not just about what they think, but also how they think and how they view the world. In this episode, Duncan speaks to how having a philosophy that's galvanized and unshakeable, so that no degree of outside influence can steer you into a different path is core for top professionals today.

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: Click here

2020-12-08 21:05:37 • 4 min video

How you're perceived, how you’re described and how you articulate value, are all ways to differentiate yourself and achieve professional contrast helping you to stand out from crowd.

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, CLICK HERE

2020-12-03 19:50:34 • 5 min video

Get clarity on your gaps so that you can focus on what's really proprietary in your business. Enhance your professional contrast and ensure you are positioned for scalable growth.

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: www.paretosystems.com/blue-square

2020-11-24 18:55:44 • 9 minute video

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

2020-11-19 20:10:37 • 10 min video

Join Duncan as he 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.


WEBINAR INVITATION: Strategic Planning for 2021 – Dec 3rd at 2:10pm ET
Join Duncan for this actionable webinar, as he discusses the steps to take with your team to make a strategic plan an integral part of your business and an invaluable reference point that won’t be filed away and forgotten. Click here for complimentary registration 

Can't make it? Don't worry, register anyway and we will give you access to the recording.

2020-11-17 20:05:15 • 6 minute video

In this episode of the Blue Square Video 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!

For access to videos, scripts and templates to help you be your clients’ voice of reason check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html

2020-11-12 20:06:03 • 6 minute video

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…

2020-11-05 17:48:37 • 10 minute video

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.

Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you focus on your clients' interest and be their voice of reason: https://paretoacademy.com/knowledge-bank-volatility.html

2020-11-03 19:41:15 • 2 minute video

Relationship Management is often an over-looked yet very important part of your business. However it can be the key to cracking the code to taking your business to the next level.

2020-10-29 19:42:01 • 12 minute video

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.

Important links: Chris Jeppesen and Duncan MacPherson upcoming webinar: https://register.gotowebinar.com/register/7964166651058731276

Lavish Cards: https://www.lavishcards.com/

For access to videos, scripts and templates to help you be your clients’ voice of reason check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html

Idea Decanter: https://www.ideadecanter.com/

Pareto Systems: https://www.paretosystems.com/

2020-10-27 20:19:31 • 4 min video

In this video, Duncan discusses the importance of identifying and focusing on your top clients to convert them to advocates and achieve organic growth.

WEBINAR INVITATION: The Main Thing - The one adjustment top advisors are making to fuel growth with Steve Phillips & Duncan MacPherson – Click to register free: https://register.gotowebinar.com/register/7964166651058731276

2020-10-20 18:13:39 • 6 min video

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. 

2020-10-13 19:40:58 • 7 min video

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

2020-09-29 21:02:55 • 7 min video

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.

Thursday, October 22nd, join Duncan, and a small, select group of successful Financial Advisors for our e-Mastermind event! We will discuss what the best in the industry are doing right now to come out of the current environment stronger than ever and what they are doing to refine their scalable growth strategy.

Click here to learn more or register you and your team: www.paretosystems.com/e-mastermind

2020-09-22 17:23:55 • 9 min video

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.

2020-09-17 17:08:27 • 6 minute video

In this episode of the Blue Square Video 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

2020-09-15 18:52:48 • 1 min video

The BPS Network is a community of like-minded advisors who have adopted best practices and have a mindset of stewardship over salesmanship. They are either looking to buy from, partner with, or sell to another advisor.

If you want to learn more and see if the BPS Network is the right fit for you visit: https://www.paretosystems.com/bps-network.html

2020-09-08 14:24:17 • 9 min video

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

2020-08-25 17:57:21 • 8 min video

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

2020-08-13 19:40:31 • 6 min video

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.

2020-08-11 18:21:38 • 6 min video

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

2020-08-04 18:19:46 • 7 min

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 

2020-07-28 18:29:09 • 6 min video

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

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2020-07-02 16:39:30 • 36 minutes

In this session Scott reviews all of the things you need to know to run more effective virtual meetings of all kinds. Team meetings, client meetings, strategic partner meetings. Join this session loaded with pro-tips. Watch the replay of his presentation here:  https://youtu.be/Nsn9ldKU1ak

This presentation is pulled from the Pareto Systems' Practice Management eSummit held on May 28, 2020:
https://youtu.be/Nsn9ldKU1ak

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2020-06-25 17:50:09 • 29 minutes

In this session, Duncan MacPherson interviewed family business author and speaker Tom Deans about the biggest unmet need advisors can address with first generation affluent business owners, professionals and executives. Watch the replay of his presentation here: https://youtu.be/eX1NBNL-qg0

This presentation is pulled from the Pareto Systems' Practice Management eSummit held on May 28, 2020: https://youtu.be/eX1NBNL-qg0

2020-06-18 17:11:09 • 30 minute video

Are virtual meetings the new norm that we will all face even after we get past solving the COVID-19 health crisis? Join us for this session to learn the tricks, tips, and techniques to getting new financial advice, wealth management, and insurance clients in a virtual world. In this session you'll learn:

  • How to reposition your brand coming out of COVID-19
  • How to build a 360 surround sound online
  • How to use LinkedIn to get more appointments 
  • And much, much more

This presentation is pulled from the Pareto Systems' Practice Management eSummit held on May 28, 2020

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2020-06-11 18:52:39 • 1 hour

The Cornerstone of an Exceptional Team - COO Roundtable with Marci Fried, Certified Pareto Business Advisor, Anthony Valente, CEO of The SVS Wealth Management Team, Levi McMellian, CEO of CFO4LIFE, and Holly McNulty, COO of The Harbor Financial Group: https://lnkd.in/gfwm2We

Marci Fried works closely with a select number of Pareto Systems high performing teams, partnering and collaborating to optimize scalable growth. In this Roundtable Discussion, Marci and a few of her best clients discuss the role of the COO and how they consistently and congruently ensure that the team is operating to its fullest potential… they are indispensable. This presentation is pulled from the Pareto Systems' Practice Management eSummit held on May 28, 2020: https://lnkd.in/gfwm2We

2020-06-09 17:55:03 • 4 min video

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.

The Pareto Systems ‘Business Evaluation Process’ is a gap analysis that will ‘pop-the-hood’ on your business to uncover untapped opportunities and overlooked vulnerabilities that are holding you back and help you get to the next level. Learn more here: www.paretosystems.com/business-evaluation-process

2020-06-02 18:11:56 • 6 minute video

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!

2020-05-20 20:03:18 • 6 min video

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

2020-05-12 16:40:56 • 5 min video

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

2020-05-07 17:24:55 • 7 min video

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

2020-04-28 15:41:34 • 5 min video

Join Pareto Business Consultant Marci Fried as she explains why using a structured approach to asking questions and listening, can shift your clients to a meaningful state of mind.

Also, be sure to 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: https://paretoacademy.com/knowledge-bank-volatility.html

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