"Do you consider your business a straight line or a loop? The traditional business development model is: you acquire a client, execute for the client, and get compensated by the client—both initially at the signing ceremony and continually through new business and advocacy. What I want you to consider is closing that loop and ensuring that every investment of effort you make in working on your business creates an accretive business."

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

A lot of advisors rush into selling their business.

They often forget that the goal is not just to earn maximum money.

Strategic fit, making sure your clients are taken care of…these factors also matter!

Learn how to find the ideal buyer/seller for your M&A transaction in the latest episode of Always On: paretosys.co/AODM_ep44

Strategic Acumen in Mergers and Acquisitions with Martin Luc Derome

Selling a business is a once-in-a-lifetime opportunity for many advisors.

Do you really want to rush into the transaction? Or do you want to make sure you find the right buyer, receive maximum enterprise value, and leave your clients in good hands?

In this episode, Duncan MacPherson interviews Martin Luc Derome, president of Queenston. Specializing in mergers, acquisitions, and valuations in the financial services industry, Martin has invaluable insights for both buyers and sellers on how to navigate the transaction successfully and effectively.

They discuss:

• The dos and don’ts of M&A in financial services
• Actionable steps that help you maximum your enterprise value
• Queenston’s proprietary process to navigate a business sale from start to finish
• How to find the ideal buyer/seller (beyond just AUM or EBITDA)
• And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep44

Unique Value Proposition: "Clients aren’t buying isolated solutions; they’re investing in your process. Emphasize your uniqueness and the value you bring. Clear, concise, and relatable communication is key.

"I wanted to spend a second talking about the importance of planning and legacy. Now, of course, literally speaking, planning is about being prepared for the future, but I just want to remind you that it goes so much deeper than that. You’re actually helping your clients plan for the present, because you are offering them liberation..."

With over 13,000 specialist terms, the financial sector can be overwhelming. It’s not about impressing clients with jargon, it’s about simplifying their lives. Let’s make finance relatable. 

Join Duncan MacPherson, Author of The Advisor Playbook, and Cathi Durrell, of LavishCards.com, as they discuss high touch ideas for August with a focus on Birthday and Anniversary cards!

The Key to Meaningful Client Relationships

As professionals, we revel in our industry knowledge and technical ability, often taking pride in our mastery over a plethora of financial terms. But have you ever paused to think about your client’s perception? Every industry has its jargon, and the financial sector is no exception with over 13,000 financial terms at its disposal. While these terminologies may demonstrate our competence, they often leave clients feeling overwhelmed and excluded.

Take a moment to consider this analogy. Imagine you’ve recently purchased an e-bike, a device you enjoy and appreciate for its convenience and adaptability...

Click here to read more on LinkedIn

"You’re not marketing to yourself. I know you know what you’re talking about, but does the client understand? Remember, data dumping with jargon does not differentiate you; it adds to the commoditization of the business."

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

Crafting Your Strategic Path to Financial Freedom

Missed the live broadcast? Watch the replay on demand: paretosys.co/retire5

Join industry leaders Duncan MacPherson, CEO of Pareto Systems, and Acquisition Expert Ted Jenkin, CEO of Oxygen Financial, in this exclusive webinar as they unveiled the proven strategies and actionable steps to help you retire in just 5 years. If you’re eager to fast-track your journey to financial independence, this webinar is a must-watch.

During this engaging session, Duncan and Ted guided you through a roadmap tailored to accelerate your retirement timeline. They shared invaluable insights and practical tips on how to optimize your resources and make the most of your financial opportunities.

Key Highlights:

• Defining Your Retirement Vision
• Leveraging Income Streams
• Building a Support Network
• Embracing Lifestyle Adjustments
• Overcoming Roadblocks

Watch the replay on demand: paretosys.co/retire5