Does your technology help you to create a consistent client experience? Can you deploy duplicable systems? Are you leveraging technology to become more efficient?

On Thursday, June 2nd at 12 noon ET join Duncan MacPherson, founder of Pareto Systems and author of ’The Blue Square Method’, as he discusses implementing best practices through technology. In this webinar, learn how you can:

• Automate your processes to be consistent with every new client
• Implement an ongoing service model to build trusting relationships
• Build intellectual properties on your clients that your competitors don’t have

Join Duncan for this informative Go-to-Webinar webcast.

Click here to Register Now

A value proposition is not a jargon-filled burble where you spout a collection of words and hope they resonate with someone. It’s not an elevator speech or a mission. It is a methodical approach that differentiates you and invites someone to engage in a conversation. You aren’t trying to impress someone, you are trying to impress upon them what your points of difference are so that it engages them.

Clients should be loyal to a process not just to a person and performance.

Stephen Covey, the legendary author of the book The 7 Habits of Highly Effective People, advised that we should always begin with the end in mind. It is for that reason we suggest that you apply a mindset of building a business with the intention of selling it for maximum value at some point in the future.

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In this brief excerpt from episode 19 of the ‘Always On with Duncan MacPherson’ podcast my guests Laura Garfield and Sharon Gottula discuss the importance incorporating your client experience into your video marketing strategy.

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Clients don’t just buy something, they buy into something. Moving customers who are just “buying something” into a client role can reveal a vein of gold, and that shift can come about when you go back and treat your existing customers as prospective clients. Reintroduce yourself, your process and your value to gain that empowerment.

You want your business legacy to reflect your commitment to helping people face the future with anticipation and to be an action-oriented implementer. Strategic planning isn’t just about crystallizing your thoughts on paper. It’s also about the application of appropriate strategies that will propel you forward.

Now that you’ve taken the stewardship over salesmanship model on board and are a serious developer of your personal brand, you may be wondering to what degree social networking and the on-line ecosystem can affect your strategy and overall business development efforts...

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Laura Garfield and Sharon Gottula discuss the importance speaking to your viewer’s needs when creating video.

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Advisors have been using the conventional tools of content marketing like blogs and whitepapers for years. But have you ever considered video marketing?

Videos can help you with client acquisition, establishing credibility, branding, and much more!

In this episode of Always On with Duncan MacPherson, guests Laura Garfield and Sharon Gottula explore the power of video marketing in financial services.

Stream the episode by clicking here 👇

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Six years after ’The Advisor Playbook’, financial professionals are that many years further down their path with new needs and evolved ambitions. After hundreds of interactions with some of the best teams in the business, Chris and I have captured the mindset and best practices of those who are continuing to evolve and grow.

The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to unlock the next level of both quantitative and qualitative results. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.

Visit thebluesquaremethod.com to see the limited time pre-order offers.