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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2024-06-12 17:25:03 • 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:  

2024-06-10 16:19:18 • 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 ...

2024-06-07 17:26:18 • 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:  

2024-06-06 18:52:52 • 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 ...

2024-06-05 16:19:28 • 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 ...

2024-06-04 19:16:00 • 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 ...

2024-06-03 18:15:28 • 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 ...

2024-05-30 14:53:51 • 2 minute video

We are incredibly grateful to David Hays, President and Lead Consultant of Comprehensive Financial Consultants, who shared his transformative experience with Pareto Systems and his coach, Scott Hamilton. As a dedicated student of...

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2024-05-27 20:06:41 • 3 minute video

Make Sure You Bring All of your Clients - When Moving Firms

Financial Advisor Transition: Shielding Clients from Old Firm Tactics

Thinking of moving firms but worried about your clients? In this video, Duncan and Louis equip you with strategies to protect your clients during the ...

2024-05-20 18:18:29 • 3 min video

What to Say when Transitioning Firms

Considering a firm transition but worried about client impact? Learn the Sherpa's secret: effective client positioning for a smooth transition. This video explores how financial advisors can:

  • Focus on Client Retention: ...
2024-05-15 18:51:08 • 1 min video

Watch the full Blue Square Video, "Financial Advisor Transitions: Overcoming Challenges & Seizing Opportunities Ep. 178", where I discuss the powerful client experience formula used by Pareto Systems' top financial advisor clients. Follow the link for FULL Video: ...

2024-05-14 18:36:27 • 1 min video

Watch the full Blue Square Video, "Financial Advisor Transitions: Overcoming Challenges & Seizing Opportunities Ep. 178", where I discuss the powerful client experience formula used by Pareto Systems' top financial advisor clients. 

Follow the link for FULL Video:

2024-05-13 16:41:58 • 4 min video

Thinking of transitioning your financial advisor practice? Navigate the exciting, yet challenging, process of moving firms. This video explores the key considerations for successful advisor transitions like building a strategic plan and communicating a move with clients. 

We also ...

2024-05-10 16:22:58 • 6 min video

Client Won't Refer? Overcome the 2 Biggest Referral Objections

Financial advisors: Learn the two main reasons clients hesitate to give referrals and discover strategies to address them! Explore how to build trust and overcome concerns about ...

2024-05-09 16:27:14 • 7 min video

Skip the Script! How to Earn Consistent Quality Referrals

Financial advisors: Ditch the "referral script" and focus on building trust! Learn the power of authentic storytelling and client-centricity in attracting referrals. Explore how clear communication and respecting client ...

2024-05-07 20:58:12 • 1 min video

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and ...

2024-05-03 17:50:59 • 1 min video

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and ...

2024-05-02 19:42:53 • 4 min video

Are you attracting the right clients? 

Tired of unqualified referrals? Discover a proven strategy to attract the perfect clients through referrals. Learn how to communicate your ideal client profile and demystify the referral process for your network. Explore how this approach builds...

2024-05-01 16:03:29 • 1 min video

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and ...

2024-04-29 17:58:08 • 4 min video

The Referral Mindset Shift: From "Getting" to "Giving Value"

Struggling to get referrals? Discover the secret! Learn how to shift your focus from "getting" to "giving value." Explore how a client-centric approach that prioritizes your client's well-being can unlock a natural flow of ...

2024-04-26 17:52:55 • 1 min video

The Approach to Referrals

Great clip from Duncan's recent podcast. They discuss finding language that works, when speaking to clients about introductions (referrals).

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring ...

2024-04-25 19:44:53 • 1 min video

The Secret to Earning Referrals: Shifting Your Mindset

Financial advisors: Learn how to shift your mindset from "asking" to "earning" referrals. Explore strategies to build relationships so strong, clients naturally want to introduce you to their network. Discover the power of "being ...

2024-04-22 18:55:12 • 3 minute video

How Gratitude Fuels Success (IQ vs. AQ)

Feeling stuck? Learn how gratitude can be the key to overcoming adversity and achieving your goals. I'll explore the science of vibration and the importance of AQ (adversity quotient) compared to IQ. Discover practical tips to cultivate gratitude ...

2024-04-19 16:52:05 • 3 min video

How to Talk to Clients About Updating Their Will (and Why It Matters)

Don't lose clients when their wealth transitions! This clip equips financial advisors with powerful messaging to encourage clients to update their wills. Learn how initiating these ...

2024-04-17 16:11:57 • 1 min video

Don't just react! This is where the client experience kicks in

Watch the full video, "The Secret to More Client Referrals", where I discuss the powerful client experience formula used by Pareto Systems' top financial advisor clients on YouTube by

2024-04-15 18:30:43 • 3 minute video

The Client Experience formula for Financial Advisors (12-4-2)

Struggling to get client referrals? Discover the powerful 12-4-2 client experience formula used by Pareto Systems' top financial advisor clients. Learn how to move beyond reactive communication and create a proactive strategy ...

2024-04-10 20:16:35 • 4 min video

How do you conduct a family meeting? Why Bringing Everyone Together is Easier Than You Think

Worried a family meeting will trigger family drama? Fear not! This clip reveals why narcissists typically avoid these meetings. Discover how family meetings can actually ...

2024-04-08 18:32:28 • 2 min video

Financial advisors preach family planning, but do they practice it themselves?

This clip exposes a shocking truth: many advisors haven't created a will or held a family meeting. Discover a powerful interview question to uncover if your advisor truly understands the "intergenerational ...

2024-03-28 20:52:42 • 1 min video

Align your purpose with your platform for a fulfilling career & lasting impact!

Watch the full video on

2024-03-26 14:56:59 • 4 min video

Are you a financial advisor seeking a more fulfilling career? 

Discover the concept of Ikigai ("reason for being") and how to find your "blue square" - the intersection of passion, professional expertise, and economic needs. Learn strategies to identify and eliminate draining ...

2024-03-25 17:44:22 • 4 min video

Struggling with writer's block and wasting time on notes? Discover how Financial Advisors are using AI to write content, summarize meetings, and boost efficiency. Watch to learn how ChatGPT and AI can transform your practice!

This is an excerpt from episode 55 of the "Always On with Duncan...

2024-03-21 20:14:40 • 4 min video

This video reveals a game-changing strategy many financial advisors are missing.

In this video, you'll learn:

  • How a recent SEC rule change allows you to leverage client testimonials for marketing (and why it's a missed opportunity if you're not doing it).
  • Actionable steps...
2024-03-18 20:53:03 • 2 minute video

Discover the transformative strategies Alex employs to help financial advisors not only elevate their branding and stand out in a crowded market but also harness the power of client engagement through testimonials and reviews. Delving into the philosophy of "skating ...

2024-03-11 13:49:50 • 4 min video

Unlock the secret to attracting quality referrals without the hard sell. Discover how to make your practice irresistibly referable by mastering the art of being dependable, predictable, and admirable.

For more on this, and other ...

2024-03-07 20:40:36 • 46 second video

Explore the transformative journey from competition to coopetition, where the quest for personal excellence transcends traditional rivalry.  

Watch the full video by

2024-03-04 16:40:01 • 2 minute video

Master Marketing & Innovation with ChatGPT

Understand what every entrepreneur needs to know about boosting the enterprise value of their business.

This is an excerpt from episode 54 of the "Always On with Duncan MacPherson' podcast featuring Ted Jenkin, CEO of oXYGen...

2024-02-28 16:03:45 • 2 minute read

Exploring the non-proprietary nature of technical skills in the financial industry, this discussion shifts focus to the true value proposition of a financial professional: the ability to develop a lead generation engine. Highlighting marketing as the most challenging and rewarding aspect of ...

2024-02-26 17:06:54 • 2 minute video

Explore the transformative journey from competition to coopetition, where the quest for personal excellence transcends traditional rivalry.

For more on this, and other actionable best practices, download Chapter 1 of my book "The Blue Square Method" today at ...

2024-02-23 17:15:44 • 2 minute video

Discover the pivotal strategies financial professionals must embrace to significantly enhance their enterprise value. Learn why recurring revenue is the cornerstone of a valuable practice.

This is an excerpt from episode 54 of the "Always On with Duncan MacPherson Podcast" featuring Ted ...

2024-02-20 21:24:43 • 3 min video

Explore the pivotal questions that can transform your client advisory council meetings, from uncovering your firm's strongest assets to identifying unseen opportunities for growth in this short excerpt from episode 53 of the "Always On with Duncan MacPherson' podcast featuring Mike "Cy" Cajthaml ...

2024-02-16 20:55:53 • 1 min video

Ever wonder why clients are not referring? Find out in this short excerpt from episode 53 of the "Always On with Duncan MacPherson' Financial Advisor podcast featuring Mike "Cy" Cajthaml Jr., Pareto Systems Business Coach.

Stream my latest episode of Always On here:

2024-02-09 17:34:31 • 1 min video

It's about uncovering the real value behind your suite of services and ensuring your practice not only meets but exceeds client needs.

Stream the new episode of Always On here:

2024-01-31 19:16:54 • 1 min video

What's next with AI for financial advisors? What are we expecting to see in 2024 and beyond? How will it change the way advisors serve and connect with clients?

These are all crucial questions you should be asking right now!

Listen to this short clip from the Always On podcast, where ...

2024-01-29 21:52:36 • 1 min video

Unveil the transformative power of turning resolutions into tangible results. In this video, we explore the critical bridge from resolution to execution, emphasizing not only the productivity gains but also the profound personal growth that comes from reshaping your reality. 

2024-01-26 17:36:56 • 1 minute video

Using AI to create content? Don't forget compliance!

As financial advisors, you may be using ChatGPT or other AI tools to write and distribute content to clients.

But this short clip from the most recent episode of Always On contains an important caveat to keep in ...

2024-01-25 19:15:12 • 3 minute video

2024 Game Changer! Unveil the transformative power of turning resolutions into tangible results. In this video, we explore the critical bridge from resolution to execution, emphasizing not only the productivity gains but also the profound personal growth that comes from reshaping your ...

2024-01-22 21:57:16 • 2 minute video

Explore the evolution of AI in finance from testing to widespread adoption. Delve into the industry's approach to integrating AI with compliance protocols, ensuring every step from content creation to client communication aligns with FINRA and SEC guidelines.

This is an excerpt from ...

2024-01-19 17:45:54 • 1 min video

Time to amp up your reputational equity and be a thought leader!

Consistent content creation is a great way to establish yourself as an expert in your niche.

And with AI, it has become much easier!

Play this short clip to learn how AI can make content creation (and as a result, ...

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