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Proven Strategies Blog

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2022-04-26 • 20 second read

The challenge nowadays, and particularly if you deconstruct the educational system and how we’re teaching young people, is that there is so much pressure put on them to be perfect at such an early age that there’s a paralysis of failure embodied within those younger generations.

I see it all the time. I am constantly contacted by parents with kids who they think have elite-level potential…

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2022-04-21 • 20 second read

Incrementalism transcends personal development and affects how you strengthen client relationships. It would be nice if you could take a relationship to a higher level quickly, but that’s not how things work. Solid client relationships are based on trust, and trust is earned over time, based on your credentials and chemistry but also because of your consistency and congruency. Your consistent communication compounds over time.

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2022-04-20 • 25 second read

Many professional advisors I work with are successful, enjoy an impressive lifestyle and should be content, but many of them are still ambitious and are frustrated because they have hit a plateau. While every advisor’s scenario is unique, often the plateau stems from inertia confidence. Simply put, the advisor is busy repeating habits and patterns, and has been for an extended period of time. They are getting results, but they can raise the bar and achieve more.

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2022-04-19 • 20 second read

I’ve seen business leaders, CEOs, high net-worth financial advisors who just, at some point in their career, decide they’re going to turn the dial down. They’re going to throttle back the effort - and I don’t necessarily want to expose it as “complacency” because I don’t think that’s what it is...

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2022-04-18 • 20 second read

In this excerpt from the Always On with Duncan MacPherson podcast episode 17, David Rutherford discusses the challenges that seasoned leaders are having around inspiring the younger generation.

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2022-04-14 • 20 second read

Find Another Gear with David Rutherford

Join David Rutherford, a highly sought-after performance coach who combines immutable principles drawn from his intense experience in the Navy SEAL community along with actionable strategies from the world of business development and entrepreneurship. His client list is a who’s who in corporate America as well as champion amateur and professional sports teams. 

Along with Duncan MacPherson, David will share his unrivaled insights and proven strategies that will revitalize your team, reframe your client relationships and reignite your ambition to serve and grow as a financial professional.

They discuss how to:  

  • Kickstart Your Team to buy into an optimistic and elevated approach to the future
  • Rejuvenate Your Clients to ensure they appreciate your value fully and completely
  • Define Your Continuity Plan to go deeper into client families and secure your legacy
  • Drive Your Enterprise Value to maximize your biggest asset and life’s work

Click here to listen to this podcast

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2022-04-13 • 20 second read

When you de-personalize your business by going beyond raw talent and instead focus on your ongoing and progressive process, you can evolve from a production mindset to an asset mindset. Your business can be worth far more than it is today.

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2022-04-12 • 2 minute read

Is your business predictable, sustainable, duplicable and scalable? That is driven by your proprietary process. It’s documented. It’s not in anyone’s head. It is a pure intellectual property that supports all the things that I can only get from your business.

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2022-04-11 • 20 second read

In this excerpt from the Always On with Duncan MacPherson podcast Ep. 16, Duncan and Kevin Bishopp discuss the importance of the four ables (is your business predictable, sustainable, duplicable and scalable) and how they contribute to your enterprise value.

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2022-04-08 • 20 second read

When you and your clients are crystal clear about all the reasons why they want to achieve financial independence, they place far more value on how you plan to get them to there. This will competitor-proof your clients in a way that ensures that anyone trying to steal them will meet resistance and dead ends with every effort. It’s a win-win situation, because the more your now-competitor-proof client buys into your process and understands and appreciates it, the easier it will be for them to describe that process to someone else. You’re more referable.

Excerpt from The Advisor Playbook: www.paretosystems.com/the-advisor-playbook

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