Centers of Influence (COIs) might be a good source of referrals for many advisors.

However, when you are referring to your network of COIs in front of a client, how do you position it? In other words, does your client see the benefit in being introduced to your professional network?

Listen to this short clip from the Always On podcast to hear about a better way to position COIs in front of clients and prospects. Stream the entire episode by clicking here: https://paretosys.co/AODM_ep37

"We’ve made the decision to grow down, to grow down our client count, so that we could elevate the client experience."

This is an excerpt from episode 37 of the ’Always On with Duncan MacPherson’ podcast with guest Terry Gronbeck-Jones.

Click to watch on YouTube: https://youtu.be/3TcCfXuz_08

"The last three years have confirmed that there are some advisors that are on a collision course with obsolescence. They’re not viable, there’s too much minutia. The compliance obligations, they don’t have scale, and they themselves are looking to liberation and order."

This is an excerpt from episode 36 of the ‘Always On with Duncan MacPherson’ podcast with guest Peter Dobrich.

Here the link to the entire episode of the Always On podcast by clicking here: https://paretosys.co/AODM_ep36

Your clients are not buying into a sales process. They are buying into client engagement. Oftentimes, advisors are so focused on gathering assets that they overlook the client relationships and branding part of the business (and these are things that can lead to massive growth in the long run!).

Peter Dobrich articulates the importance of the client engagement process very well in this short clip below. Check it out

Stream the entire new episode of Always On by clicking here: paretosys.co/AODM_ep36

"Good decisions stem from strong positions." This is an excerpt from episode 35 of the ‘Always On with Duncan MacPherson’ podcast with guest Ted Jenkin.

Listen to the full interview on the Always On with Duncan MacPherson Podcast by clicking here: paretosys.co/AODM_ep35

“Why should I sell my business today if I can double it over the next 10 years and sell it for a much higher price?”

This is a question many advisors ask themselves while contemplating the sale of their business.

Ted Jenkin, Serial Entrepreneur and CEO oXYGen Financial, suggests you think about “the velocity of money and stock in this short clip.

Stream the enitre episode of Always On by clicking here: https://paretosys.co/AODM_ep35

Video marketing is revolutionizing the way advisors connect with clients and prospects.

However, getting in front of the camera can feel terrifying for some people. For others, it might just seem like “a lot of work.”

But not anymore!

Stream the latest episode of Always On as Katie Braden, of Advisor Video Marketing, explains how advisors can make short yet impactful videos with clarity, conviction, confidence, and consistency, by clicking here: paretosys.co/AODM_ep34

Kicking off his European Road Trip, Duncan is in The Hague where he discusses Tulip Mania, diplomacy, and his newly released book, The Blue Square Method. Visit thebluesquaremethod.com to get your copy, or to download Chapter 1 for free.

Click here to watch on YouTube

In this excerpt from episode 25 of the ‘Always On with Duncan MacPherson’ podcast, guest Richard Watts discusses counselling clients outside of how they invest their money and the impact that can have on the relationship…

Click here to watch on YouTube

Legacy planning is much more than transferring money from one generation to the next.
 
It’s also about transferring values. If you simply “give” the money to your children, they might lack the wisdom, grit, and satisfaction of accomplishment that only struggle and adversity can bring.
 
Tune in to the latest episode of the Always On with Duncan MacPherson podcast to learn how you can help your clients prepare their children for the real world, instead of spoiling them with free money, by clicking here: 

In this excerpt from episode 24 of the ‘Always On with Duncan MacPherson’ podcast my guest Chris Jeppesen and I discuss how market forces are driven by human nature, and we share some stories on how that is playing out right now.

Click here to watch on YouTube

In this excerpt from episode 24 of the ‘Always On with Duncan MacPherson’ podcast my guest Chris Jeppesen, and I discuss a great formula to frame your conversations in this time of market volatility.

Click here to watch on YouTube

In this excerpt from episode 23 of the ‘Always On with Duncan MacPherson’ podcast my guest Cathi Durrell and I discuss some great opportunities to send client greeting cards, some of which you may not have thought of.

Click to watch video on YouTube

In this excerpt from episode 23 of the ‘Always On with Duncan MacPherson’ podcast my guest Cathi Durrell and I discuss the critical life events that happen in clients lives and what professionals can be doing to celebrate and pay respects to those moments.

Click here to watch on YouTube

In the current tech-absorbed world, imagine the impact handwritten cards can have on your client experience. It adds a personal touch that other forms of client communication might lack!

Learn more about sending out greeting cards to clients (and what to do if you don’t have the time for it) in this episode of Always On with Duncan MacPherson Podcast with guest Cathi Durrell by clicking here

In this excerpt from episode 22 of the ‘Always On with Duncan MacPherson’ podcast my guest Ted Motheral and I discuss what you should have in place when selling your business.

Click here to watch on YouTube

A good financial advisor maximizes growth for their clients, and they are also maximizing growth for themselves.

In this excerpt from episode 22 of the ‘Always On with Duncan MacPherson’ podcast my guest Ted Motheral and I discuss how a good financial advisor maximizes growth for their clients, as well as themselves.

Click here to watch on YouTube

In this excerpt from episode 20 of the ‘Always On with Duncan MacPherson’ podcast my guests Julia Norman, Tom Deans and I discuss taking a collaborative approach to the Family Meeting.

Click here to watch on YouTube

In this brief excerpt from episode 19 of the ‘Always On with Duncan MacPherson’ podcast my guests Laura Garfield and Sharon Gottula discuss the importance incorporating your client experience into your video marketing strategy.

Click here to watch on LinkedIn

In this excerpt from episode 18 of the ‘Always On with Duncan MacPherson’ podcast my guest Julia Norman how procrastination with estate planning can lead to devastating outcomes.

Click to watch on YouTube

In this excerpt from episode 18 of the ‘Always On with Duncan MacPherson’ podcast my guest Julia Norman and I discuss her process for helping her clients stay focused on their aspirations around legacy and family dynamics.

Click here to watch on YouTube

In this excerpt from the Always On with Duncan MacPherson podcast episode 17, David Rutherford discusses the challenges that seasoned leaders are having around inspiring the younger generation.

Click to watch on YouTube

In this excerpt from the Always On with Duncan MacPherson podcast Ep. 16, Duncan and Kevin Bishopp discuss the importance of the four ables (is your business predictable, sustainable, duplicable and scalable) and how they contribute to your enterprise value.

Click to watch on YouTube

Have you considered the next frontier of growth being the opportunity to fully monetize your proprietary procedures and playbook? When you build out and standardize your organic business development practices you have earned the right to tap into a vein of gold of literally limitless opportunity through scalable growth.

Click to watch on YouTube

We all know how the dynamics of supply and demand work. The scarcer something is, the higher the value people place in acquiring it. The question is how you can put this immutable law to work in your business. I would ask you to start with your lexicon, because the words you use continually, matter.

Legendary thought leader Steven Covey advised us to focus on first things first. A good friend of mine likes to say that the main thing is to always focus on the main thing. In both cases, the primary focal point has to be on that of your most valuable asset: Your client relationships.

Click to watch on YouTube

Do you subscribe to the paradox that your ultimate goal is to make yourself obsolete? By that I mean your achievement inflection point happens when your business isn’t at the mercy of maverick talent and can run like a Swiss watch without you being there.

Click to watch on YouTube

Every business is built to ultimately be sold, not just a place to earn a living. Every investment of effort you make in your business on a daily basis is like a forced savings multiplier because it increases the value of your business.

Click to watch on YouTube

Now you’ve heard that old mantra that says you’re not defined by what happens to you – you are defined by how you deal with what happens to you.

Click here to watch on YouTube

Duncan’s favorite book of from the late P. J. O’Rourke (a legend in his mind) was called “Eat the Rich”. He loves that book for many reasons, but primarily because of P.J.’s open and forthright explanation around his evolution from being a liberal to a conservative and not so much from a political perspective, at least that’s not what really got him, it was P.J.’s economic mindset because he really started to understand and support the concepts of merit and productivity.

Click here to watch on YouTube

Do you constantly remove the mystery for your clients and strategic partners in terms of who your ideal clients are so that they know exactly who to introduce to you?

Click here to watch on YouTube

Join Pareto CEO Duncan MacPherson in Tofino, BC as he discusses the mindset of top fee-for-service professionals. Specifically around those professionals that are looking to go from organic to scalable growth.

Watch on YouTube

We are getting close to going to market with our new book The Blue Square Method. Its been six years since our last book, and our community is six years older, wiser and further down the path.

In this video Duncan speaks to the evolution of the financial professional and other fee-for-service professionals and how that has impacted his new book.

Watch on YouTube

What’s your record time for converting a client into a referral generating advocate? Did it happen within a week of the onboarding or perhaps maybe even a day later or even the same day they became a client. You are at a high level of referability early in a relationship because their appreciation for your value is so fresh.

Click to watch on YouTube

Are you a woman in the financial industry looking for ways to self-motivate and build confidence?

If you answered, yes, then this week’s podcast is for you!

In this week’s episode of Always On with Duncan MacPherson, Duncan speaks to Elaine Christakos and Sherri Palle about their company, The Women Are Here, and the ways that they work to empower women in the financial industry.

Click here to listen to the full episode here

In this excerpt from the Always On with Duncan MacPherson podcast, Chris Jeppesen, Chief Of Advisory Practices at First Trust, and I question whether or not starting a Multi-Family Office is right for you. Click to watch on YouTube: https://youtu.be/-aKE_DGyQVw

In this excerpt from the Always On with Duncan MacPherson podcast, guest Tyson Ray, discusses how he developed his process incorporating his clients goals and mission.

"If you have no succession plan, your family will remember you, just not fondly..."

In this excerpt from the Always On with Duncan MacPherson podcast, Duncan and Tom Deans discuss the importance of having a succession plan in place and the impact it can have on your family.

"There is a substantial amount of noise in the world, so I put a big emphasis on the concept of the signal to noise ratio. You want people to tune out the noise and tune into your signal."

In this out take from Episode 3 of the Always On Podcast with Duncan MacPherson, Duncan speaks with Matt Halloran of Proud Mouth and they discuss how content marketing and podcasting can be an incredibly powerful tool for financial services professionals. It has the ability to drown out the noise and make people focus on what you’re saying.

ProudMouth helps turn main street experts like you into trusted mainstream authorities. They will help you amplify your influence over a growing audience of magnetically attracted fans. To learn more about podcasting with ProudMouth, visit: www.proudmouth.com

To learn more about making good quality video that will have an impact, click the link in the comments below. This video is an excerpt of my recent “Accelerate your Business Growth through Video” webinar. 

To learn more about making good quality video that will have an impact, visit: www.IdeaDecanter.com

To watch the full recording, click here: www.ParetoAcademy.com/recorded-webinars

To learn more about making good quality video that will have an impact, visit: IdeaDecanter.com

This video is an excerpt of my recent “Accelerate your Business Growth through Video” webinar. To watch the full recording, click here: www.ParetoAcademy.com/recorded-webinars

On a recent helicopter adventure, I was reminded of the distinction between having a defined plan and being constantly prepared with ongoing planning.

To learn more about making good quality video that will have an impact, visit: ideadecanter.com

This video is an excerpt of my recent “Accelerate your Business Growth through Video” webinar. To watch the full recording, click here

"What you’re exceptionally good at is helping a financial professional capture an episode like that and turn it into an intellectual property that can be invested into other relationships. So it’s not just about them having the goods, but having the technical ability."

In this excerpt from the Always On with Duncan MacPherson podcast, Duncan and Chris Jeppesen discuss how you can be capture stories to invest in other relationships and the impact that can have.

Have you considered your exit strategy and the enterprise value of your business? In this interview with Ted Jenkins, Co-CEO and founder of oXYGen Financial, author and intergenerational wealth expert, we discuss how Advisory Practices have been undervalued, and how the world of private equity is changing the game in terms of the enterprise value of their practices.

Do your clients understand and appreciate the value you bring to your relationship? Do they know who you are best suited to work with? In this short excerpt from our Total Client Engagement program I discuss with two of our coaches, Sherri Palle, and Terry Gronbeck-Jones, how to develop a value proposition that can help differentiate you from the advisors down the street.

I have to say with all sincerity, the best thing to ever happen to me is that nothing, and I mean nothing came easily. I don’t know about you, but this time of year, I spent a fair amount of time contemplating what I’m grateful for. My terrific wife and fantastic kids instantly come to mind, of course, but when it comes to my own personal and professional development, the best thing to ever happen to me was that success was hard.

Always On Podcast with Duncan MacPherson, Episode 1: What Separates the Best from the Rest? In this episode, Duncan MacPherson is joined by Chris Jeppesen of First Trust Portfolios.

Listen NOW:

On Apple/iTunes
On Spotify
On iHeart Radio

This video is an excerpt of the “Bitcoin, Crypto and Blockchain, an Introduction” video now available now on YouTube. To watch the entire video click the link below.

Here is the link to the full video on YouTube: https://youtu.be/gfJSwvpDedA

Here’s the link to my Crypto & Blockchain Whitepaper: https://www.linkedin.com/posts/duncanmacpherson_bitcoin-crypto-and-blockchain-by-duncan-activity-6856251479792193536-ST3l

For me, one of the silver linings (of the last 18 months) has been embracing the game of pickleball. To me, it’s a version of mini tennis, and giant ping pong but with a really fast learning curve. Its also a decent workout and a lot of fun. So how is this relevant in life and to you?