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2020-03-31 18:29:29 • 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.

For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Base: paretoacademy.com/knowledge-bank-volatility

2020-03-26 18:01:17 • 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 Base: https://paretoacademy.com/knowledge-bank-volatility.html

2020-03-23 18:03:08 • 9 minute video

In these uncertain times, it’s extremely important you remember your purpose, stick to the plan and trust the process. Your role, as Financial Advisor, is like a Sherpa in that, not only do you have to take your clients up, you also have to successfully get them down.

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

2020-03-18 18:04:03 • 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://ftportfolios.webex.com/ftportfolios/j.php?MTID=m7d213bc4a8c33360c4d752012784af49

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 Base: https://paretoacademy.com/knowledge-bank-volatility.html

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

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

2020-03-10 14:42:54 • 5 minute video

In this episode of The Blue Square Method video Duncan discusses Franchise Readiness and combining congruency, continuity and succession simultaneously into your practice to achieve absolutely incredible results.

2020-03-05 18:22:35 • 5 minute video

Watch as Duncan discusses Ideal Client Events and how to leverage them to re-frame your client relationships and increase your rate of referrals.

2020-03-02 20:34:52 • 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…

2020-02-27 20:30:09 • 5 minute video

In this episode of The Blue Square Method video Duncan points out how we all have the same 24 hours of time in a day and the importance that emotional intelligence has on practice and relationship management.

2020-02-20 15:27:22 • 5 min video

Is your business growth stuck on a plateau? In this episode Duncan discusses becoming franchise ready, and shifting to a scalable growth model.

2020-02-18 20:40:14 • 3 min video

Avoid those that are negative, cynical and perpetually fault-finding to avoid becoming part of that environment.

2020-02-13 20:18:00 • 3 min video

Use video to promote your brand and take your business to the next level! In this 4 part series I’ve teamed up with the fine folks at IdeaDecanter.com to showcase the power and impact of video can have on your business.

2020-02-11 18:17:33 • 5 minute video

Implement processes in your business to avoid having prospective clients get lost in the ‘no man's land’ between intent and consent.

2020-02-06 18:21:45 • 3 min video

Be a resource for your clients and their families during the good times and the hard times. Having strategic partners in event and funeral planning can go a long way in making an indelible impression on your client’s families while helping pay tribute to someone's legacy.

2020-02-04 19:43:23 • 6 minute video

Don’t try to be all things to all people, but rather all things to some people.

2020-01-30 18:21:46 • 5 minute video

Use goal setting to achieve professional contrast and ensure your clients understand and appreciate not just you and your people, but also your practice and your process.

2020-01-28 21:29:28 • 5 min video

In this episode in the Blue Square Video series, Duncan discusses Zen and how appreciating what you have while you aspiring to what you want, helps you form the yin-yang balance.

2020-01-23 20:23:56 • 4 min video

Does your branding make clients aspire to be a part of your process? Is it something they'll naturally use to make an introduction to a friend or family member? Does your communication style reinforce that, or undercut it? What you say is important, but so is how you say it.

2020-01-21 19:35:28 • 5 minute video

Put a process in place that puts every piece of your client’s financial puzzle together that goes beyond just achieving financial independence, but also maintaining it and building their family legacy.

2020-01-16 20:53:25 • 5 minute video

Create professional contrast with stewardship, not salesmanship. Don’t try to be all things to all people, but all things to some people. Demystify your value and let people come to their own conclusions.

2020-01-14 20:44:56 • 4 minute video

Convert your clients to advocates and constantly refine and optimize what you do in your business to increase your refer-ability and take your business to the next level.

2020-01-09 19:36:32 • 5 minute video

A discussion on the cause and effect dynamic of Key Performance Indicators and how you can use them to competitor-proof and provide exceptional service to your top clients.

2020-01-07 19:48:17 • 5 minute video

A discussion on leveraging the mentor/protege team dynamic to elevate the client experience.

2020-01-02 19:50:18 • 5 min video

Branding is incredibly powerful in terms of persuasive impact! In this episode, Duncan discusses positioning your value and creating professional contrast to help position referrals as a value-added service.

2019-12-31 15:35:13 • 5 min video

Your number one addressable audience is your top clients and implementing a Client Advisory Council will help competitor proof, capture money in motion and create advocacy.

2019-12-19 15:37:34 • 5 minute video

Convert your customers into fully empowering clients who see the value of your process, panoramically, fully and completely, and generate a steady stream of quality referrals.

2019-12-17 17:25:01 • 5 minute video

Elevate the client experience! Use an introductory kit along with your website to deliver a deeper overview of the people on the team, the practice and the process with your perspective clients.

2019-12-12 17:14:06 • 6 min video

In this episode Duncan discusses developing and continuously refining processes in your practice to ensure your clients appreciate your value and never take you for granted.

2019-12-10 19:27:10 • 6 minute video

Adversity or friction can serve you, not hurt you.

In this episode of the Blue Square Video Series, Duncan discusses how ‘moments of truth’ can become an opportunity to start anew and lead to, effectively, a re-onboarding of the client.

2019-12-05 18:27:20 • 5 minute video

Using the immortal words of Walter Gretzky, as passed on to the world through his son Wayne: “Skate to where the puck is going, not where it has been.”

2019-12-03 16:38:38 • 4 min video

When goal setting, we tend to focus on what we aspire to, and look forward. In this episode, Duncan explains how looking back and mentoring others is an important foundation for moving forward.

2019-11-28 19:39:25 • 6 min video

Professionalize and standardize your approach to shift from an organic to a scalable model.

In this episode of the Blue Square Method, An Attitude of Gratitude, Duncan discusses the importance of being grateful for the many things that you’ve accomplished, while still aspiring to achieve your ambitions.

2019-11-26 15:27:08 • 7 minute video

Listen in on Duncan speaking with his team of consultants in this episode of Lightning about onboarding new advisors.

2019-11-21 17:23:41 • 6 min video

In this episode of the Blue Square Method, Attracting, not Chasing, Duncan discusses the contrast principle and how to successfully implement to attract new clients rather than chase them.

2019-11-19 18:49:34 • 5 minute video

Listen in on Duncan speaking with his team of consultants in this episode of Lightning in a Bottle.

Duncan talks to his team about what makes an advisor different and how that applies to their branding strategy.

2019-11-14 19:58:29 • 4 minute video

Transform your client relationships from an abstract, commoditized and transactional model to decommoditize, depersonalize and demystify your value to gain your clients full empowerment and increase your refer-ability.

2019-11-07 18:17:09 • 5 minute video

Branding is incredibly powerful in terms of persuasive impact! In this episode, Duncan discusses positioning your value and creating professional contrast to help position referrals as a value-added service.

2019-11-05 20:42:03 • 7 minute video

Your number one addressable audience is your top clients and implementing a Client Advisory Council will help competitor proof, capture money in motion and create advocacy.

2019-10-29 19:06:36 • 3 min video

Achieve professional contrast and stand out from the pack.

In this episode in the “Blue Square Video Series”, Duncan explains how using professional contrast will help you achieve “The Winning Edge” so your clients have a higher level of trust, understanding and appreciation for you, your people, your practice and your process.

2019-10-24 19:12:53 • 5 minute video

When you push, you repel, and what you chase often alludes you.

In this From the Vault video Duncan MacPherson discusses the Law of Attraction, and how to use it convert your prospects into referral generating advocates.

2019-10-22 15:55:09 • 4 min video

Crack the code on client gift-giving.

This week I discuss how to strategically incorporate gift-giving into your company’s processes to solidify your client relationships and turn them into referral generating advocates.

2019-10-17 19:26:05 • 2 minute video

It's more important to reach people who count than it is to count the number of people you're reaching.

Your MVP’s are your most valuable prospects and the best source for reaching them is your existing client base who are your gateway to tremendous opportunity.

2019-10-15 16:50:03 • 5 minute video

Protect your most valuable assets, your client relationships. In this episode Duncan discusses strategies to help create professional contrast and differentiate yourself from the pack.

2019-10-10 20:12:26 • 2 minute video

Do you chase clients or attract them? In this video Duncan recommends increasing your entrepreneurial and consultative skills to help attract a steady stream of high net worth clients.

2019-10-08 18:11:53 • 5 min video

If it is to be, it is up to me. In this episode, Duncan suggests the best way to take care of a team, and a community of clients, is to take full responsibility for the outcome of our decisions.

2019-10-03 18:39:00 • 3 min video

Attract high net worth clients by positioning referrals as a service you do for your clients.

In this video Duncan explains how to position referrals as a service you do for your clients rather than a favor they are doing for you and attract a steady stream of quality referrals.

2019-10-01 18:41:07 • 4 min video

The law of environment says we're products of our environment.

In this episode, Duncan discusses forming a legendary team to strive for success, not just for what it gets you but for what it makes of you.

2019-09-24 17:07:04 • 4 min video

Would your business run like a Swiss watch if you were to take a month off tomorrow?

In this episode Duncan discusses the need and importance of professionalizing and standardizing everything into a proprietary playbook that will ensure your business runs smooth, even without you or a key team member.

2019-09-19 15:35:24 • 5 minute video

Crack the code with strategic partners.

While the source of your most valuable perspective clients are friends and family members of your existing clients, their service providers are a close second. In this episode Duncan discuss strategies to build a strong strategic partner referral network.

2019-09-17 20:25:55 • 6 minute video

Instead of being all things to all people, be all things to some people.

In this video Duncan suggests that in order to grow your business, it is sometimes necessary to right-size your book of business so you can focus on the clients that deserve you rather than the ones that need you.

2019-09-12 19:23:04 • 5 minute video

Building a highly functioning team can be liberating for all members of your firm.

In this video Duncan discusses the importance of the CSA to the team dynamic and how forming a highly functional team, or refining and optimizing an existing team, can help take your business to another level.

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