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2020-05-27 17:28:44 • 2 minute video

Pareto Systems' Presents: ‘The Coiled Spring Virtual Summit - How to Re-Launch Your Business and Position Yourself for Growth’ Register Now: paretosystems.com/virtual-summit

May 28th, 2020 - 7 am PT/ 9 am CT/ 10 am ET

Join Duncan MacPherson, the Pareto Team, and other leading industry experts in a full-day virtual practice management summit as they discuss how you can emerge from this current environment prepared for the future - To convey leadership, strength and optimism and identify the silver linings as you manage through this disruption.

  • Learn what top professionals are doing right now
  • Achieve professional contrast
  • Go further up market

Register Now: paretosystems.com/virtual-summit

2020-05-28 19:36:45 • 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 Bank: https://paretoacademy.com/knowledge-bank-volatility.html

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

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

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

2020-05-05 15:54:21 • 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

2020-04-30 20:34:54 • 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 

2020-04-28 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

2020-04-27 15:34:37 • 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: 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

2020-04-16 19:51:58 • 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

2020-04-14 19:49:29 • 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!

2020-04-09 18:10:57 • 6 minute video

In this episode of the Blue Square Video Series Duncan discusses how to consistently attract self-made first-generation business owners.

Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you manage intergenerational wealth: https://paretoacademy.com/knowledge-bank-volatility.html

2020-04-07 19:51:57 • 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

2020-04-02 17:34:25 • 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

2020-03-26 17:43:07 • 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

2020-03-23 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.

2020-03-02 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.

2019-12-17 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.

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