Join Duncan in Dallas as he dives deep into the power of perception, perspective, and proportion in client communication. Discover how client testimonials and stories can be a game-changer for your brand and value proposition, turning clients into passionate advocates. Get ready for insights that will reshape your approach to client engagement and branding!

Click here to watch on YouTube

For more on this, and other actionable best practices, download Chapter 1 from Duncan’s book "The Blue Square Method" today at thebluesquaremethod.com

Misaligned perceptions can hinder your ability to secure loyal advocates and referrals.

That’s why top advisors spend significant time managing relationships and ensuring that the clients *appreciate* their value!

Dive into the latest episode of the "Always On Podcast" as Steve Phillips and Duncan MacPherson explore techniques for effectively communicating your value and strengthening client relationships.

You don’t want to miss this insightful conversation.

Find links to stream the latest episode here: paretosys.co/AODM_ep48

In this outtake, from episode 48 of ‘Always On’, Steve Phillips and Duncan discuss enhancing client experiences through continuous feedback. They highlight the significance of understanding client needs and ensuring they recognize the full value provided. Tune in to uncover strategies for deepening client relationships.

Listen to the full interview on the ‘Always On with Duncan MacPherson Podcast’ by clicking here: paretosys.co/AODM_ep48

Click here to watch outtake on YouTube

Do you want to multiply your ideal clients?

A powerful way to do that is by organizing “ideal client meetings.”

Check out this short clip to learn what an ideal client meeting is and why it’s highly impactful.

For a more in-depth conversation about multiplying your ideal clients and boosting referrals, stream the full episode here: paretosys.co/AODM_ep48

The Intersection of the Blue Square and Blue Zone

From the boardwalks of Atlantic City to the shores of Okinawa, Japan, the concept of purposeful living and work is more resonant than ever. Today, I’d like to explore the confluence of two profound ideas - the Blue Square Method and the Ikigai.

You might wonder how a bustling city in South Jersey relates to a serene Japanese principle of fulfillment. As I recently mused over the redevelopments of Atlantic City, I was reminded of the continuous

Click here to read more on LinkedIn

Join Duncan in Atlantic City as he melds the Japanese concept of Ikigai with the Blue Square Method. Discover the balance between life’s purpose and professional achievement, emphasizing a business that serves life.

Click here to watch on YouTube

For more on this, and other actionable best practices, download Chapter 1 from Duncan’s book "The Blue Square Method" today at thebluesquaremethod.com

“If you could add one thing to your client experience with us, what would it be?”

This is a powerful question to uncover your clients’ needs. But sometimes, the client may tell you, “There’s nothing I can think of.” In that case, instead of simply celebrating that everything seems fine, take it as an opportunity to reposition your value!

This short clip explains how. 

Check out my full conversation with Steve Phillips here: paretosys.co/AODM_ep48

Make Your Clients the Voice with Steve Phillips

Have you ever stepped into your clients’ shoes to see your business from their point of view? Understanding how they perceive your value is key to building lasting relationships.

In this episode, Duncan MacPherson engages in a thought-provoking conversation with Steve Phillips, Chief Practice Management and Development Officer at USA Financial and a consultant at Pareto Systems. Together, they explore strategies for effectively articulating your value proposition and turning clients into enthusiastic advocates.

They also discuss:

• Three golden questions to ask your existing clients
• The path from endorsements to introductions (i.e., quality referrals)
• How “client advisory councils” and “ideal client meetings” can rejuvenate your relationships and generate valuable feedback
• Powerful ways to position (not pitch!) your value to clients
• And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep48

First Trust continues to invest in the guardians of wealth - the financial advisor - aka the noble profession. And Duncan will continue to show up to share the mindset and best practices of the best fee-for-service professionals in the world!

Join Duncan McPherson of Pareto Systems as he chats with the esteemed Jackie Wilke from First Trust portfolios in Atlanta. Discover the game-changing "20-minute ask anything session" strategy that’s reshaping client interactions. Dive into the importance of proactive communication and learn how to elevate the client experience. Don’t miss Jackie’s invaluable insights; follow her on LinkedIn and tap into the future of financial advising today!

Click here to watch on YouTube

For more on this, and other actionable best practices, download Chapter 1 from Duncan’s book "The Blue Square Method" today at thebluesquaremethod.com