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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

2020-07-21 19:34:31 • 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.

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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!

2020-05-26 18:25:43 • 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 Bank: paretoacademy.com/knowledge-bank-volatility

2020-05-21 20:07:10 • 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.

Take a deeper dive into your practice management processes, attend Pareto Systems' Practice Management E-Summit on May 28th. Click here for the full speaker lineup and to register: 
https://paretosystems.com/virtual-summit.html

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

2020-04-23 22:22:55 • 8 min video

Once again, today’s video is hosted by Pareto Business Consultant Scott Hamilton and discusses strategies for hosting effective online video meetings. Join Scott for part two of this two part series as he shares numerous ideas and concepts to make your video calls more memorable for the right reasons!

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

2020-04-21 20:06:26 • 8 minute video

Today's video is hosted by Pareto Business Consultant Scott Hamilton and discusses strategies for hosting effective online video meetings. Join Scott for part one of this two part series as he shares numerous ideas and concepts to make your video calls more memorable for the right reasons!

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

2020-03-23 19:19:54 • 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 Bank: https://paretoacademy.com/knowledge-bank-volatility.html

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.

2020-02-27 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.

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