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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2022-10-19 • 20 second read

The goal is to depersonalize your client relationships - not to downplay your personal contributions, but to enhance their appreciation for your bench strength, your practice and your process.

This is an excerpt of Duncan MacPherson and Chris Jeppesen’s newly released book: The Blue Square Method. Download Chapter 1 for free now at:

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2022-10-18 • 2 minute read

How does your value currently stand out? How does it make someone feel initially, and then after the passage of time? You probably know the names Marion Morrison and Norma Jean. Marion Morrison was better known as John Wayne. It’s not to say that he couldn’t have been as popular had his stage name been Marion Morrison - Shakespeare talked about a rose smelling just as sweet. Norma Jean could have been just as…

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2022-10-17 • 20 second read

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2022-10-14 • 20 second read

Your technical ability is a foundation to build on. It’s promissory on an outcome and the performance of your core deliverables, and you don’t want to be living and dying strictly by that sword. Practice management is promissory on a client experience – it represents what it means to be your client over the lifetime of the relationship. Professional contrast can start with your technical ability but it is amplified by your commitment to practice management. It’s the difference between being a good dentist and running a thriving dental practice.

This is an excerpt from the newly released book The Blue Square Method that Duncan MacPherson wrote with co-author Chris Jeppesen. Download Chapter for free now at: 

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2022-10-13 • 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:

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2022-10-12 • 20 second read

Do you have too many households or clients to serve? Do you have too many holdings or products to keep track of properly? Have you diluted your brand by offering too many individual solutions versus building them into a panoramic, all-encompassing and proprietary process? Clients can become numb to complexity. Your value proposition has to be clear and intuitive. The goal is to constantly find ways to decommoditize your value, so that clients focus on what you are worth rather than what you cost. We’ll talk more about the concepts of right-sizing clients and reallocating clients to more suitable models throughout this book. The point is to expand your thinking beyond the way your competitors view themselves and deliver their solutions.

This is an excerpt from the newly released book The Blue Square Method that Duncan MacPherson wrote with co-author Chris Jeppesen. Download Chapter for free now at:

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2022-10-11 • 2 minute read

When we talk to fee-for-service professionals and ask them how their clients would describe them, most say things like, “Well, my clients would say they trust my ability, my integrity and my professionalism.” They rattle off qualities and skills and intentions, all of which are important, and there was a time when that was enough. Today, your qualities and skills and intentions are in fact a minimum requirement....

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2022-10-10 • 20 second read

In this excerpt from one of Duncan’s recent Virtual Events/Podcasts, he discusses how the current volatility can actually serve you and not hurt you.

Click to watch on YouTube:

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2022-10-07 • 20 second read

 Have you ever thought about what lingers in a client’s mind after talking with you?

Have you given them something experiential that will resonate with them – something that they might share with others too?

In the latest episode of ‘Always On with Duncan MacPherson’, you’ll discover ways to rejuvenate your clients, whether it’s on the phone or in-person. 

Tune in now (or download it for later!) by clicking here:

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2022-10-06 • 20 second read

Finish Strong in 2022

Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build momentum and prepare to fast-track success in the New Year.

In this episode, Duncan MacPherson highlights four key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2022, and for a great start to 2023. These strategies are easy to implement and translate into results quickly and predictably.

Duncan discusses:

• A proven process to rejuvenate relationships with your best clients and amplify growth through advocacy
• How to make timely adjustments to increase efficiency and productivity
• Sample scripts to use in client meetings (and holiday cards!)
• Tips for maximizing your value during volatile market conditions
• And more

Tune in now (or download it for later!) by clicking here:

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