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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2022-10-05 • 20 second read

Surround yourself with good people, empower them to strive for excellence, and hold them accountable to building enterprise value, and you will create loyalty among some and reveal a lack of fit in others. Incentivize for quantitative performance and offer discretionary rewards for qualitative performance, too. No matter how much we talk about best practices and processes, people are essential.

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: thebluesquaremethod.com

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2022-10-04 • 2 minute read

Simply put, it’s someone’s interpretation for value being offered that aligns with a want or need that they have – even if occasionally that want or need is subconscious. Branding activates an awareness for and trust in something that often triggers an instant appreciation for how your value can benefit their life…

Click here to read more on LinkedIn

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2022-10-03 • 20 second read

In this excerpt from episode 28 of the ‘Always On with Duncan MacPherson’ podcast, guest Jeff Ambrose and Duncan discuss how small tweaks and a small change to your approach can significantly impact your client relationships and help you to stand out and be different.

Click here to watch on YouTube

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2022-09-30 • 20 second read

Leadership is about empowering and liberating a team to see what it brings out in everyone. You may have heard of the fascinating (and hopefully true) phenomena that an alpha wolf will lead from behind. When moving, the front of the pack is apparently made up of the youngest, in the middle are the oldest – they determine the pace – and then trailing behind are the strongest of the group. There is no need for bravado or an obvious show of strength. Even if this is only the stuff of legend, it’s still something we should consider ourselves.

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: thebluesquaremethod.com

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2022-09-29 • 20 second read

Competitor-proofing and countering loyalty fatigue has to be ongoing throughout the lifetime of a client relationship. Making your process and value clear to a client through your relationship management process insures you won’t disappear in a sea of sameness - or find yourself suddenly replaced because a drifting client decided to “try something new.”

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2022-09-28 • 20 second read

As you will see throughout the book, we will never suggest that you ask for referrals. We’ve seen it all. Common variants are: “Who else do you know?” or “I get paid in three ways” or “I’m trying to grow my business” and all the other nonsense that a) doesn’t work and b) makes you look needy. You can’t pitch the idea of a referral as a favor you are asking of a client, but you can position it as service you are providing to a client. That distinction is massive and we will outline it comprehensively in subsequent chapters.

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: thebluesquaremethod.com

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2022-09-27 • 20 second read

One of the biggest factors conspiring against change is time. For many of us, there doesn’t seem to be enough time - but is that true? Time is the one thing we all have the same amount of. A key distinction is moving beyond a mindset of time management to time allocation. How do you allocate your investments of effort?

When many people max out and realize that something has to give, often the first action they take is to work longer hours, start prioritizing and or delegating tasks and even reassigning clients. That’s a good start, but often superficial and unsustainable. Ultimately, we don’t want you to work harder...

Click here to read more on LinkedIn

2022-09-26 • 20 second read

In this excerpt from episode 28 of the ‘Always On with Duncan MacPherson’ podcast, guest Jeff Ambrose and Duncan discuss where the most successful advisors are spending the majority of their time when it comes to client interactions.

Click here to watch on YouTube

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2022-09-23 • 20 second read

Your financial qualifications, licenses, and technical know-how are not enough to make you indispensable. If you want to attract and retain clients, you need to think beyond investment management.

Learn how to enhance your value proposition and differentiate yourself from your competitors in the latest episode of the Always On podcast by clicking here: https://bit.ly/AODM_ep28

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2022-09-22 • 20 second read

Add a Coaching Dynamic to Your Client Experience with Jeff Ambrose

There’s a huge difference between someone buying your products versus someone buying into a relationship with your practice, people and process.

Adding a coaching dynamic to your practice can help you win and retain clients in the long run.

In this episode, Duncan MacPherson talks to Jeff Ambrose, business consultant at Pareto Systems. They share strategies to create professional contrast as the financial industry becomes increasingly commoditized.

Jeff and Duncan discuss:

• Action items that every advisor should have on their client meeting agenda

• Why clients might be seeing only 5% of your total value (and how to fix it)

• How coaching improves your relationships — especially with high-net-worth clients

• The underrated benefits of goals-based planning

• And more

Tune in now (or download it for later!) by clicking here: https://bit.ly/AODM_ep28

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