From Advisor to CEO
Includes Q&A - with Duncan
Tuesday, December 13th at 12 pm ET
There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.
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Proven Strategies Blog

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2022-11-22 • 2 minute read

In the spirit of reaching people who count, rather than counting the people you reach, we strongly urge you to have a laser focus on your primary addressable audience – people who are already convinced. Your existing relationships have a degree of familiarity and trust for you – that train is rolling – so let’s add to that momentum before you expend the effort to get new ones moving.

Click here to read more on LinkedIn

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2022-11-21 • 2 minute video

In this excerpt from episode 31 of the ‘Always On with Duncan MacPherson’ podcast, guest Thane Stenner and Duncan discuss the three questions every advisor should be asking their clients to make them the voice they listen to.

Click here to watch on YouTube

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2022-11-18 • 20 second read

Branding not only impacts prospective clients and existing clients, it impacts other influencers like strategic partners. Branding is the lifeblood of advocacy. It is reputational and can be relayed. Marketing can create transactions, but does not go anywhere near as far as branding when it comes to referrals. Introductions from advocates are a recurring revenue stream for your business and build the very fabric of your business. Transacting is like sewing without a knot at the end of the thread. Lastly, and it bears repeating, branding helps achieve stewardship, meaning your value is bought, not sold.

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2022-11-16 • 20 second read

Branding is not just a first impression, though. It’s a lasting impression. Professional contrast is not a one-off event. It is something that must occur on an ongoing basis for as long as the relationship exists. In the spirit of advocacy, branding impacts how you are perceived and how you are described. In part, it’s fueled by how you articulate, communicate and demonstrate your value to stand out from the pack. It’s a sequential flow of value, communicated so that somebody can understand and appreciate everything your value does in an ascending way, and then it’s your consistent execution that backs it all up after the person opts in.

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2022-11-14 • 2 minute video

In this excerpt from episode 31 of the ‘Always On with Duncan MacPherson’ podcast, my guest Thane Stenner, and I discuss how the influence you have on your client relationships can dramatically impact how a client not only feels about their belonging to your community, but how they articulate that to someone else. I joke that your clients may go as far as saying “he probably won’t accept you as a client”, when introducing a friend or family member, helping to ensure you are only bringing on those clients that you are best suited to work with.

Click here to watch on YouTube

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2022-11-11 • 20 second read

As practice management guru Kevin Bishopp likes to say, you project strength and calm when you aren’t ruled by the tyranny of the urgent. People pick up on that energy. They are more compelled to share your value with others because it is so much more impressive than that of the common pack. People feel a sense of accomplishment when they join your community because it’s not something they were talked into, it was something they aspired to.

Download Chapter 1 of my new book The Blue Square Method for free now at:

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2022-11-10 • 20 second read

You want to speak to a specific hook that grabs someone’s attention. Again, it’s not what you say but rather what they hear that matters. Your hook has to speak more to what your clients want rather than what it is you do.

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2022-11-09 • 20 second read

Tell the world that you value and guard your time. Unless and until you do, nobody else will. You will find that people will start respecting your time more and your productivity will increase. You may even have people commenting on the initiative and inform you that they are now doing the same thing or at least considering it..

This is an excerpt from ‘The Blue Square Method’. Download Chapter 1 for free here:

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2022-11-08 • 2 minute read

The value proposition is not an elevator pitch (How many elevators do you get trapped in?). It’s a brief, concise statement that defines you and leaves someone wanting more. If they’re intrigued, they’ll give you permission to elaborate. If they aren’t, they ask about your tie. Just embrace the exercise of not winging it and avoid the long-winded data dump. Some people want to know what time it is, others want you to build them a clock. Some want to enjoy the bratwurst, others want to know how the sausage is made. Be led by them.

Click here to read more on LinkedIn

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2022-11-07 • 2 minute video

In this excerpt from episode 31 of the ‘Always On with Duncan MacPherson’ podcast, guest Thane Stenner and Duncan discuss engaging with your clients in such a way that they feel energized by the experience and how a big part of that is the quality of the questions asked.

Click here to watch on YouTube

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