Know Where You Stand
Includes Q&A - with Duncan
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Now is a perfect time to conduct a self-assessment to identify gaps in your approach. Duncan MacPherson and the team at Pareto Systems have developed and refined a webinar presentation to help you do just that.
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Proven Strategies Blog

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2022-05-10 • 20 second read

Missed the live webinar? Watch the replay here: www.paretosystems.com/webinars

Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business. How do you become indispensable to them?

How do you help them understand the alignment between what they want to accomplish and your expertise? How do you attract business owners and future pace the relationship to last long after a liquidity event?

This presentation will included a live Q&A with Duncan MacPherson. 

During this presentation, learn how to:

  • Align yourself with business owners
  • Position yourself as a conduit for purposeful business succession
  • Capture assets outside of your process

 

 

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2022-05-10 • 20 second read

One of the best ways to put the odds in your favor and fast-track the process is to create content and virtual deliverables that enable a client to subtly plant the seed in a friend’s mind, so that friend can begin to evaluate you on his or her own terms…

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2022-05-09 • 4 min video

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

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2022-05-05 • 20 second read

Missed this webinar? Watch the replay here: www.paretosystems.com/webinars

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2022-05-04 • 20 second read

For most people it is planning for sickness, disability, and death. What about deciding on a power of attorney?

Julia Norman provides details in this episode of the ‘Always On with Duncan MacPherson’ podcast on the importance of including a power of attorney in your estate plan.

Stream the episode by clicking here

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2022-05-03 • 20 second read

Many people in business are transactional in that they sell something to a client but that may be the one and only time they do business together. Think of a car salesman, real estate agent, or the guy who sold you an air conditioner or installed your pool. There is a very good chance you will never do business with them again. Sure you might refer someone their way or you may need servicing down the road, but more than likely it will be "one-and-done"....

Click to read more on LinkedIn

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2022-05-02 • 20 second read

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

2022-04-29 • 20 sec

Estate planning is one of those tasks that we need to get done but we often procrastinate to get it done.

In this episode of the ‘Always On with Duncan MacPherson’ podcast Julia Norman, Lawyer at Pushor Mitchell LLP who specializes in estate planning, explains the importance of not procrastinating when it comes to planning your estate.

Here is the link to my podcast with Julia Norman: https://bit.ly/AODM_ep18

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2022-04-28 • 20 second read

Dynastic Drivers in Estate Planning with Julia Norman

Estate planning is the one of those tasks that needs to get done but we often procrastinate to get it done.

In this episode of the ‘Always On with Duncan MacPherson’ podcast Duncan is joined by Julia Norman, Lawyer at Pushor Mitchell LLP, who specializes in civil litigation, estate planning, estate administration, estate litigation & family law. She shares insights and tips on how to navigate your estate planning so you don’t have to plan when something bad happens.

Click here to listen to this podcast

 

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2022-04-27 • 20 second read

Why is it important to you to hear someone reveal the goals that give their life purpose? It takes the accomplishment of the goal beyond anything trivial and drives home purpose. Professionalize this so it’s not just good intentions. Understand what somebody aspires to with respect to their family, their occupation and the recreational interests, because money is a means to those ends, but the value you bring around their money ensures that those goals are attained.

Work with my team to learn how to help your clients realize their goals: www.paretosystems.com/total-client-engagement

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