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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.

2019-09-10 16:25:45 • 5 minute video

Generate referrals from friends and family members of your best clients.

In this episode, Duncan talks about how to work with the family members of your best clients, setting yourself up for the next generation.

2019-09-05 15:53:53 • 5 minute video

This Lightning in a Bottle audio is from a recent consultation I had with one of our Blue Square consulting clients. I speak with John about how to make himself obsolete and empower his team to liberate him to do what he get paid to do.

To hear the full audio, subscribe to our podcast, just look for Duncan MacPherson From-the-Field on Apple Podcasts or Google Play.

Apple Podcasts

Google Play

2019-09-03 18:26:02 • 5 minute video

In this video, Duncan discusses how you can create professional contrast in the market place so you can:

  • Find Good Prospects
  • Create Advocacy
  • Engage Strategic Partners

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.

2019-08-29 19:43:30 • 5 min

Brand yourself to Business Owners, Professionals, and Executives.

This Lightning in a Bottle audio is from a recent consultation I had with one of our Blue Square consulting clients. I speak with John about his branding and messaging as he moves up market working with business owners, professionals, and executives. To see hear the full audio, subscribe to our podcast, just look for Duncan MacPherson From-the-Field on Apple Podcasts or Google Play.

Apple Podcasts: https://itunes.apple.com/ca/podcast/duncan-macpherson-from-the-field/id1359813986?mt=2

Google Play: https://play.google.com/music/m/Invlkszkicyak7v4vgciyqtqzj4?t=Duncan_MacPherson_-_From_the_Field

#practicemanagement #businessdevelopment #branding

2019-08-29 16:27:25 • 5 minute video

In this episode of The Blue Square Method, Duncan talks to the importance of engaging partners into the process, rather than referring clients out and how that has a major impact on the client experience.

2019-08-27 19:19:54 • 4 min video

Scale your growth and achieve a multiplier to monetize fully.

In this episode Duncan discusses the four cornerstones of the client experience: the onside process, the onboarding process, the ongoing process, and the onwards process to help you shift from fit, and the alignment of interest, to creating contrast and onboarding that client and fast tracking them to advocate status.

2019-08-22 20:45:41 • 5 minute video

I often talk to teams that are bringing on a younger advisor, to fill a role and increase productivity. More often than not, these protégés are very talented, but mentors often leave them to their own devices to figure out their own process and role. In this short video I highlight how you, as a team leader, can play to your strengths as well as your protégé’s, to chart their path to success and make them an indispensable member of the team.

2019-08-20 15:25:50 • 6 minute video

When transitioning to a new firm or taking on a new advisor, ensure the rules of engagement are defined, fair, reasonable and reciprocal. Remove the mystery on incentive and compensation, make everything transparent and client-facing, because how you start a relationship will have a profound impact on how it will unfold.

2019-08-15 19:00:49 • 5 minute video

Invest some time and effort, and a little bit of money, to help you and your team define your branding strategy as an enterprise and increase the level of service to the clients that deserve you most.

2019-08-13 18:28:31 • 5 minute video

Position your services as a process that that puts every piece of the financial puzzle together and keep imprinting so your clients can socialize it to their friends, family members and business associates to create a steady stream of quality referrals.

2019-08-08 16:53:20 • 5 minute video

Reposition “Client Review Meetings” as “Strategy and Tactical Meetings” that are process driven to enhance the client experience and increase your value and trust.

Duncan explains that if you internalize your value and trust to your clients, not just you and your people, but your practice and your process, you will create a network of advocates that will generate quality referrals.

2019-08-06 17:56:08 • 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.

2019-08-01 18:03:29 • 5 minute video

In this episode of The Blue Square Method, Duncan discusses the fine line between a rut and a groove and how we take a lot of comfort in our routines that can undermine our pursuit or aspiration towards self-actualization.

2019-07-30 17:40:31 • 4 min video

Duncan, while vacationing in Asia, visits the DMZ between North and South Korea and shares his perspective.

2019-07-25 17:33:48 • 4 min video

In this episode of The Blue Square Method, Duncan discusses the importance of establishing processes and sticking to plans.

2019-07-23 17:42:55 • 4 min video

Join Duncan, vacationing in Okinawa, Japan, as he discusses the importance of balancing service to others with service to yourself for both personal and professional development.

2019-07-18 19:28:34 • 3 min video

In this episode in the Blue Square series, recorded while vacationing in Japan, Duncan discusses how to decommoditize your value and ensure that your clients understand and appreciate what you can do for them over the lifetime of the relationship.

2019-07-16 17:11:26 • 3 min video

In this episode of the Blue Square series, recorded while vacationing in Japan, Duncan looks at how giving starts the receiving process, and the positive, reciprocal effects smiling triggers.

2019-07-11 17:23:25 • 5 minute video

In this episode of The Blue Square Method, Duncan discusses the concept of right-sizing your book of business so you can focus your efforts on your client advocates who fully empower you.

 

2019-07-09 14:49:55 • 5 minute video

A discussion on how to achieve a breakthrough in client acquisition through introductions from strategic partners utilizing stewardship over salesmanship.

2019-07-02 15:06:02 • 5 minute video

In this episode of The Blue Square Method video Duncan discusses consistency and integrity around fees and the importance of never negotiating your value.

2019-06-27 16:53:16 • 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.

2019-06-25 14:30:18 • 6 min video

Establishing a social media presence, particularly on LinkedIn, is an incredible way to attract new, high-caliber clients and solidify your brand with existing clients.

2019-06-20 19:35:26 • 5 min video

In this episode Duncan describes 'The Fit Process' and how starting a relationship based on an alignment of interest allows you to attract, rather than chase, new clients.

2019-06-18 16:40:40 • 6 min video

In this episode Duncan describes how he embarked upon his own personal 25 year overnight success story which got him to where he is today. And, of course, huge congrats to the Toronto Raptors, NBA Champions for 2019, on their 24 year overnight success story!

2019-06-13 19:20:59 • 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.

2019-06-11 15:43:52 • 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.

2019-06-06 17:20:36 • 5 min video

In this episode Duncan discusses strategies to ensure your business runs like a Swiss watch regardless of who's there.

2019-06-04 20:04:04 • 6 min video

In this episode Duncan discuss the concept of the Ideal Client Event, that’s agenda driven and more experiential than a simple presentation, to re-introduce and shift the focus from products, pricing and performance to a trusting relationship with the people, the practice and the process.

2019-05-30 20:16:23 • 3 min video

Combine your high tech with high touch to competitor-proof clients and provide consistent advocacy to generate quality referrals. In this video Duncan suggests sending high quality, summer greeting cards to add energy to your client relationships.

Visit our friends at LavishCards.com for the highest quality greeting cards that have lasting shelf life. Go to https://lavishcards.com or call them toll-free at 1.888.599.7599

2019-05-28 14:38:50 • 5 minute video

Join Chris Jeppesen, Chief of Advisory Practices at First Trust, and Duncan MacPherson, CEO of Pareto Systems, as they discuss how some of the best advisors are not trying to be all things to all people, but all things to some people. It's not how big they can get but how small they can stay.

2019-05-23 19:23:14 • 5 minute video

In this episode I discuss the strategy of using the wall décor and greeting cards to enhance and reinforce your personal branding. Please note, as my kids have reminded me, there’s no Chinook Salmon in Mission Creek or Okanagan Lake, they’re Kokanee!

2019-05-21 18:07:31 • 5 minute video

In this episode Duncan discusses fine line between a Rut and a Groove and how to overcome challenges to remain on track to take your client relationships to the next level.

2019-05-16 19:45:10 • 4 min video

In this episode Duncan discusses how progress comes as much from WHO you're exposed to as it does from WHAT you're exposed to. Right-sizing your book of business will allow you to focus on the clients that DESERVE you rather than the clients that NEED you.

2019-05-14 17:49:00 • 3 min video

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

2019-05-09 18:21:06 • 4 min video

In the part 3 of this 4 part series I discuss strategies to market your videos. Our friends at IdeaDecanter.com will help you unleash the power of video and elevate your business.

2019-05-07 18:23:36 • 4 minute video

Use video to attract new business! In part 2 of this 4 part series I discuss how to leverage video to attract new clients and sift real prospects from the mass of suspects. Let our friends at IdeaDecanter.com show you the power and impact of video can have on your business.

2019-05-02 18:21:47 • 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.

2019-04-30 18:00:26 • 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.

2019-04-25 17:34:58 • 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.

2019-04-23 15:18:14 • 6 min video

In this episode of The Blue Square Method, Duncan discusses how the purest form of client acquisition is not going out and trying to convince new people, but working with the people who are already convinced and showing them how to convince people on your behalf.

2019-04-18 17:27:19 • 6 min video

The benevolence of bringing value and the best way to find yourself is to lose yourself in the service of others.

2019-04-11 17:00:33 • 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.

2019-04-09 13:40:10 • 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.

2019-04-04 21:39:23 • 4 minute video

Professionalize your deliverables with processes to make yourself indispensable to your clients and stand out from the crowd.

2019-04-02 15:41:51 • 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.

2019-03-28 17:35:30 • 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.

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