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Proven Strategies Blog

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2022-05-25 • 20 second read

A value proposition is not a jargon-filled burble where you spout a collection of words and hope they resonate with someone. It’s not an elevator speech or a mission. It is a methodical approach that differentiates you and invites someone to engage in a conversation. You aren’t trying to impress someone, you are trying to impress upon them what your points of difference are so that it engages them.

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2022-05-24 • 20 second read

Clients should be loyal to a process not just to a person and performance.

Stephen Covey, the legendary author of the book The 7 Habits of Highly Effective People, advised that we should always begin with the end in mind. It is for that reason we suggest that you apply a mindset of building a business with the intention of selling it for maximum value at some point in the future.

Click to read the full article on LinkedIn

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2022-05-23 • 4 minute video

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

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2022-05-20 • 20 second read

Clients don’t just buy something, they buy into something. Moving customers who are just “buying something” into a client role can reveal a vein of gold, and that shift can come about when you go back and treat your existing customers as prospective clients. Reintroduce yourself, your process and your value to gain that empowerment.

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2022-05-19 • 20 second read

Does your technology help you to create a consistent client experience? Can you deploy duplicable systems? Are you leveraging technology to become more efficient?

On Thursday, June 2nd at 12 noon ET join Duncan MacPherson, founder of Pareto Systems and author of ’The Blue Square Method’, as he discusses implementing best practices through technology. In this webinar, learn how you can:

  • Automate your processes to be consistent with every new client
  • Implement an ongoing service model to build trusting relationships
  • Build intellectual properties on your clients that your competitors don’t have

Join Duncan for this informative Go-to-Webinar webcast.

Click here to Register Now

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2022-05-18 • 20 second read

You want your business legacy to reflect your commitment to helping people face the future with anticipation and to be an action-oriented implementer. Strategic planning isn’t just about crystallizing your thoughts on paper. It’s also about the application of appropriate strategies that will propel you forward.

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2022-05-17 • 20 second read

Now that you’ve taken the stewardship over salesmanship model on board and are a serious developer of your personal brand, you may be wondering to what degree social networking and the on-line ecosystem can affect your strategy and overall business development efforts...

Click to read more on LinkedIn

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2022-05-16 • 20 second read

Laura Garfield and Sharon Gottula discuss the importance speaking to your viewer’s needs when creating video.

Click here to watch on YouTube

2022-05-13 • 2 min

Advisors have been using the conventional tools of content marketing like blogs and whitepapers for years. But have you ever considered video marketing?

Videos can help you with client acquisition, establishing credibility, branding, and much more!

In this episode of Always On with Duncan MacPherson, guests Laura Garfield and Sharon Gottula explore the power of video marketing in financial services.

Stream the episode by clicking here 👇

#AlwaysOnWithDuncanMacPherson #Podcast #videomarketing #videoproduction #referrals #businessdevelopment #practicemanagement #wealthmanagers #financialadvisors #advisors

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2022-05-12 • 20 second read

The Why and How of Video Marketing for Advisors 2.0

Advisors have been using conventional tools for content marketing like blogs and whitepapers for years. But have you ever considered video marketing?

Videos can help you with client acquisition, establishing credibility, branding, and much more!

In this episode, Duncan MacPherson speaks with Laura Garfield and Sharon Gottula, co-founders of Idea Decanter. They explore the power of video marketing in financial services and how it can fast-track your business growth.

Laura and Sharon discuss:

  • Ways to enhance your client experience using videos
  • Tips for effectively conveying your core message to ideal prospects
  • How Idea Decanter makes video marketing easy (even if it’s your first video!)
  • How to add tremendous value to your business with video intellectual property
  • And More!

Click here to listen to this podcast

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