Finish Strong in 2024: Build Momentum for a Powerful 2025
Includes Q&A - with Duncan
Tuesday, October 22nd at 12 pm ET
As 2024 winds down, Q4 is the perfect time to position yourself for a strong finish and set the foundation for an even more successful 2025. Join me for this exclusive webinar where I'll share four actionable strategies that I've refined over the years, all designed to generate results quickly and predictably.
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Proven Strategies Blog

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2024-10-07 • 20 second read

17 Best Practices that Elevate Consistency, Efficiency and Productivity 

On Tuesday, October 29th at 12 Noon ET join Duncan MacPherson for a fast-paced webinar designed to show you how to integrate AI into your business while leveraging Pareto Systems' proven best practices. Discover how AI can help you to elevate your client experience and streamline your processes for long-term success.

In this session, you'll discover:

  • How to implement a process-driven approach that drives enterprise value
  • Strategies to convert clients into advocates, maximizing referrals
  • Practical ways AI can enhance your client engagement and service model
  • Techniques to build a business that serves your life, not the other way around

Unlock the full potential of AI by applying strategies that are focused on building lasting client relationships and elevating your business beyond the competition. Don't miss this opportunity to learn how to blend technology with the human touch to optimize and grow your business.

Click here to register: paretosys.co/webinar-ai

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2024-09-30 • 20 second read

Build Momentum for a Powerful 2025

As 2024 winds down, Q4 is the perfect time to position yourself for a strong finish and set the foundation for an even more successful 2025. Join Duncan MacPherson for this exclusive webinar where he'll share four actionable strategies that he has refined over the years, all designed to generate results quickly and predictably. Here's what you can expect:

  • Reconnect with Your Best Clients: Duncan will show you a simple but powerful approach to strengthen client relationships, ensuring they feel valued and engaged.
  • Leverage Client Advocacy for Growth: Learn how to empower your clients to speak on your behalf, so you can organically grow your business through their networks.
  • Maximize the Year-End Impact: Discover a key strategy for increasing your visibility and making sure your clients keep you top of mind during the holiday season.
  • Uncover Hidden Opportunities: He'll introduce a tool that reveals the gaps in your business, allowing you to make precise adjustments that boost productivity and growth.

These strategies are straightforward, easy to implement, and will help you finish 2024 with confidence while setting up a thriving 2025.

Click here to Register:  paretosys.co/webinars

2024-10-21 • 4 min video

Choosing Optimism in Challenging Times

In uncertain times, it's easy to fall into apprehension. However, there's another way to see the world"one that chooses optimism and aims to uplift others. In this video, Duncan MacPherson discusses how small actions, like recognizing effort, can make a big difference. Whether it's being the fountain of positivity or understanding that "a candle loses nothing by lighting another," everyone has the power to create meaningful impacts. Facing the future with anticipation and being the change we want to see is encouraged. Watch to explore how to make a positive ripple today.

For those who find value in this video, a visit to the YouTube Channel, "Duncan MacPherson," is invited. There, deeper dives into finding one's 'Blue Square'"the place where business aligns perfectly with passion and purpose"are offered. Insights to enhance client relationships, generate quality referrals, and streamline practices for a work-optional lifestyle are shared. More videos are posted on YouTube than LinkedIn, so don't miss out! Subscribe for more practical strategies and thought-provoking content: youtube.com/@Dmac8020

2024-10-18 • 1 min video

This short is an excerpt from episode 65 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast. 

WATCH the entire video clip on YouTube: https://youtu.be/N1ACPmL7neI 
 

2024-10-17 • 5 min video

Taking an Intentional Approach to Niche Marketing

In this clip, Rob Brown and Duncan discuss the importance of taking an intentional approach to niche marketing. Rob shares how one of his clients discovered a niche he was truly passionate about"Women Facing New Beginnings"by digging deep into common themes among his clients. They talk about the process of finding a niche by looking at credibility, commonality, and affinity. It's not about forcing a niche or making it up, but rather uncovering where you already have momentum and where you feel a genuine connection to the group you serve. This is how to build a niche with purpose and impact.

Stream episode 65 of the "Always On with Duncan MacPherson Podcast' at one of the following links:

Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
 

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2024-10-15 • 20 second read

Are you making decisions today that align with your long-term vision?

Short-term wins are great, but building something that lasts requires clarity and patience. 

Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the power of purpose, client experience, and creating a referable business.

Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

2024-10-14 • 4 min video

In this clip, Rob Brown and I discuss the rapid evolution of technology in the financial industry, particularly AI and video. Rob shares how AI can help advisors streamline their processes and create more engaging, personalized content for clients. We also explore the power of video messaging to strengthen relationships and foster referrals. Whether it's sending a 15-second birthday video or creating a weekly video series, these small touches can make a big difference. Rob and I touch on real-life examples of advisors using video to enhance the client experience, showing how high tech and high touch can work together.

Subscribe to the "Always ON" podcast for more strategies on balancing productivity with purpose: 

Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

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2024-10-11 • 20 second read

A smooth and memorable client experience isn't just good service, it's a strategic advantage.

Think about how your processes, touchpoints, and engagements can create a lasting impression.

Elevate their experience, and you'll elevate your business.

Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the power of purpose, client experience, and creating a referable business.

Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

2024-10-10 • 5 min video

Navigating the Fork in the Road

In this clip, Duncan MacPherson discusses with Rob Brown the critical decision many financial professionals face"whether to focus on growing a B2C business serving retail clients or scaling up to B2B by bringing in other advisors and acquiring firms. Rob shares his perspective on both paths, highlighting how each can lead to success depending on an advisor's goals and appetite for growth. They also touch on the importance of managing the "hassle factor" and ensuring the business continues to serve one's life as it scales. Whether the goal is to maintain a lifestyle business or build enterprise value, this conversation offers insights into making the right choice for one's unique situation.

Subscribe to the "Always ON" podcast for more strategies on balancing productivity with purpose.

Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

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2024-10-09 • 20 second read

Clients are drawn to those who lead with sincerity and intentionality.

How are you building trust and authenticity in your daily interactions? 

Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the power of purpose, client experience, and creating a referable business.

Stream episode 65 of the "Always On with Duncan MacPherson Podcast' at one of the following links:
 

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb
 

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