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2018-02-14 • 38:30 Listen

This weeks guest is Duncan MacPherson, as CEO of Pareto Systems, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the knowledge-for-profit sector.

Listen on Soundcloud:

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2018-02-22 • 20 second read

One of the biggest benefits of a personal branding strategy is that it ensures your clients fully understand and appreciate the value you provide for them. That, in turn, helps insulate them from competitive factors. Yes, branding impacts client acquisition because your clients can describe you and articulate your value to someone else in a compelling way, but you also can’t underestimate the importance of competitor-proofing.

Excerpt from The Advisor Playbook:

Need help with your branding strategy, give us a call: 1.866.593.8020

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2018-02-21 • 20 second read

Tom Stanley noted that when money is in motion from one generation to the next, often the first thing that happens is that it leaves the professional advisor. The person inheriting the money often has no relationship with their parents’ advisor and, as a result, the assets flow out. Just as Under Armour stole market share from Nike and several jeans manufacturers stole business from Levi Strauss, if you don’t have an established relationship with the next generation, you are on a course toward a shrinking client base.

Excerpt from The Advisor Playbook:

For daily tips and insights like these, visit:

2018-02-20 • 4 minute 12 second video

Talk to my team about how we can help you prepare your business:

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2018-02-19 • 20 second read

One of the easiest and most powerful branding strategies you can deploy to exceed the expectations of your high net-worth clients - and make yourself indispensable to them in the process - is to adopt a train-the-trainer mindset. Help them to encourage their children to develop a solid financial philosophy and approach.

Excerpt from The Advisor Playbook:

Need a next gen strategy? Talk to my team:

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2018-02-16 • 20 second read

There are advisors who have made themselves indispensable to their clients, and created incredible buzz throughout families, by creatively bringing value to their clients’ children when it comes to understanding money and investing. If you read The Millionaire Next Door by Tom Stanley, you already know the power of positioning yourself within the entire family.

Excerpt from The Advisor Playbook:

Need a next gen strategy? Talk to my team:

2018-02-15 • 5 min 46 sec video

Schedule a 20 minute intro call with my team to access the Shoot Your Trailer video I mentioned:

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2018-02-14 • 20 second read

Advocacy is enhanced when you make it easy for your clients and partners to talk about you.

Excerpt from The Advisor Playbook:

Make it easy on yourself, talk with my team:

2018-02-13 • 3 min video

For more on communication, read my best-selling book, The Advisor Playbook:

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2018-02-12 • 20 second read

As a professional advisor, insurance consultant or any other client-service professional, your skills are the driving force for your business. Much of your business is intangible. That can be abstract and there are a lot of things that will always remain outside your control. Branding helps take the abstract nature of what you do and make it easier to understand and appreciate for a client.

Excerpt from The Advisor Playbook:

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