PODCAST:

The Power of Reviews: Unlocking Advocacy and Compliance with Amplify Reviews Ep. 77 with Whit Lanier

In this episode of the Always On Podcast, Duncan MacPherson sits down with Whit Lanier, CEO and Co-founder of Amplify Reviews, to unpack the growing role of client testimonials in financial services. As trust continues to shift online, reviews have become more than just social proof-they're a scalable strategy for activating advocacy, attracting ideal clients, and staying compliant.

They discuss how financial professionals can build a review process that's automated, compliant, and genuinely impactful. Whether you're just beginning to explore online reviews or looking to refine your current strategy, this episode provides a practical playbook.

Topics covered include:

• How online reviews act as "referral rehearsals" and support client advocacy
• The role of testimonials in building professional contrast and client trust
• What advisors need to know about SEC rules and compliance-friendly language
• Why reviews are one of the most powerful authority signals for SEO
• Ways to integrate review requests into onboarding and review meetings
• The difference between one-off campaigns and long-term, automated strategies

PODCAST:

Deploying the Blue Square Method:

In this episode of the Always On podcast, Duncan MacPherson speaks with Eric Boyce and Kelly Griggs of Boyce & Associates, a firm that proactively applied Pareto's Blue Square Method to their business without external prompting. What makes their story so compelling is the level of self-motivation, discipline, and clarity they brought to the process.

You'll hear firsthand how they translated theory into action, customized the playbooks to fit their team's strengths, and ultimately elevated their client experience while creating more cohesion behind the scenes.

What You'll Learn:

• Why self-motivation and internal accountability can outperform external pressure
• How the Blue Square Method was customized to fit their unique practice
• The practical steps they took to level up their client service model
• How small refinements in communication and process lead to long-term loyalty
• Why buy-in across the team was crucial to sustainable implementation

The Turnkey Advisor

The Turnkey Advisor is a private, high-caliber membership for professionals in the Pareto community who are committed to building a business that serves their life, not the other way around.

Designed for financial advisors who want to work on the business, not just in it, Turnkey provides curated resources, practical tools, and strategic guidance to help you scale with intention, elevate your client experience, and enhance your enterprise value.

The content is built from real-world best practices and includes exclusive contributions from Pareto's bench of experienced coaches and our strategic partners. It's your strategic operating system for growth, with no noise, no fluff, and no distractions.

WEBINAR:

Hiring with Precision: How Elite Advisors Use Behavioral Profiling to Build High-Performance Teams

Hiring the wrong team member isn't just costly, it can disrupt your culture, slow your momentum, and affect the client experience. In this engaging session, Pareto Coach Elaine Christakos will introduce a proven approach to more intentional hiring and team development using TTI Success Insights® behavioral profiling, including DISC assessments.

Drawing from Pareto System's best practices, Elaine will share actionable insights to help you:

• Recognize key behavioral traits that align with specific roles in your practice
• Use DISC to enhance trust, communication, and team cohesion from day one
• Understand how top-performing teams are benchmarked for hiring success
• Explore ways to create a scalable structure that keeps team members in their "Blue Square"

Whether you're hiring your next associate or planning for long-term succession, this session will provide a strong foundation for applying behavioral science to your hiring process, bringing more clarity and confidence to your decisions.

Join us to learn a practical, behavioral-based approach that can help future-proof your team, starting with your next hire.