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.