Unlock Your Freedom:
5 Years to a Work-Optional Lifestyle
Includes Q&A
Watch On Demand
Join Duncan MacPherson, CEO of Pareto Systems, in a compelling webinar that lays out a clear, step-by-step roadmap to achieving a work-optional lifestyle in just five years.
Coaching Financial Advisors for over 25 years1.866.593.8020
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2024-02-22 17:23:47 • 20 second read

Always On With Duncan MacPherson - Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin (Ep. 54)

Want to receive maximum value for the business you've worked so hard to build?

The key lies in being proactive with your exit strategy.

Dive into a thought-provoking conversation between Duncan MacPherson and returning guest Ted Jenkin, CEO of oXYGen Financial and president of Exit Stage Left Advisors. Together, they uncover practical insights to streamline your operations, improve client acquisition, and scale your credibility " ultimately garnering a higher multiple for your business.

They discuss:

  • The critical role of recurring revenue in enhancing enterprise value
  • Creating "proprietary" value as an advisor
  • Using client testimonials and online reviews to build trust
  • How to leverage AI for content creation (with a list of helpful resources)
  • How an exit plan helps you de-risk in the face of uncertainty and volatility
  • Navigating the HR and legal parameters of a sale
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep54

We'd love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!

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2024-02-21 21:34:03 • 20 second read

Did you miss Duncan MacPherson's webinar on how to achieve a work-optional lifestyle in five years?

If you did, you missed a lot of valuable insights and strategies on how to transform your business into a self-sustaining entity that gives you the freedom to choose when and how you work. But don't worry, you still have a chance to watch the replay of the webinar. 

Click here to watch: paretosys.co/work-optional-replay

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2024-02-09 17:24:31 • 20 second read

Always On With Duncan MacPherson - Shaping Your Branding Strategy: How to Run a Client Advisory Council with Mike "Cy" Cajthaml Jr. (Ep. 53)

In your mind, you have a certain brand image and value proposition for your business. Do your clients see it the same way?

Are your clients well-equipped to tell your story for you and be your biggest advocates?

Join Duncan MacPherson and Mike "Cy" Cajthaml Jr., a Business Consultant at Pareto Systems, as they delve into the power of client advisory councils in uncovering unmet needs, elevating the client experience, and achieving professional contrast. You will learn a turnkey approach to simplify the process and make client advisory councils a routine best practice.

They discuss:

  • The complete process and logistics from ramp-up to execution to follow-through (with an example)
  • How to conduct effective, agenda-driven discussions that lead to actionable insights
  • How to position the idea of advisory councils to your clients for the first time
  • Why client feedback can result in improved referability
  • The added benefit of finding a renewed sense of purpose for advisors
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep53

We'd love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!

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2024-02-02 17:36:45 • 20 second read

Ever tried to see your business through your client's eyes?

Once you make an effort to know how your clients perceive your value, you may be surprised!

You may even get different answers from different clients.

Learn how to align your brand image with client perception and elevate your value using client advisory councils in the newest episode of the Always On Podcast: paretosys.co/AODM_ep53

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2024-01-24 21:13:26 • 20 second read

Is prompting AI a skill? It sure is!

To get the best results, it is important to ask questions a certain way and use effective prompts.

To learn more about strategically deploying AI in your business as a financial advisor, check out the latest release of Always On, featuring Craig Kirkpatrick. paretosys.co/AODM_ep52

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2024-01-18 18:09:44 • 20 second read

AI: Teenager or Trusted Business Partner?

"AI is like dealing with a teenager. Trust, but verify!"

So well said by Craig Kirkpatrick!

Craig is the founder of Act-Three Consulting, a firm that assists financial professionals in adopting and deploying AI within their businesses.

We had the pleasure of interviewing Craig on our recent podcast, where he shared meaningful insights for advisors.

Stream the full episode here: paretosys.co/AODM_ep52

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2024-01-12 18:19:22 • 20 second read

The gift of time. And much more!

Advisors, AI is here to serve you, not hurt you. But you must know how to use it.

In the latest episode of Always On, Duncan MacPherson and Craig Kirkpatrick discuss several AI use cases for financial advisors to save time, create content, improve client communication, and more.

Tune in now: paretosys.co/AODM_ep52

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2024-01-11 18:53:55 • 20 second read

Always On with Duncan MacPherson Podcast - Harness the Power of AI: Game-Changing Strategies for Modern Advisors with Craig Kirkpatrick (Ep. 52)

Whether you like it or not, the world is quickly adopting artificial intelligence (AI).

Now, the choice is yours - Do you want to get on board and leverage AI to improve your business? Or do you want to risk falling behind other advisors?

To stay ahead of the curve, join Duncan MacPherson and Craig Kirkpatrick, founder of Act-Three Consulting, to learn how to use AI to save time, connect better with clients, and expand your knowledge along the way. This insightful conversation will expand your thinking around how AI is here to serve you, not hurt you.

They discuss:

  • A methodical approach to AI prompting for better results
  • How to use AI for faster content creation (with insights about navigating compliance)
  • A list of up-and-coming AI tools that may be relevant to your business
  • Real-world examples of successful AI applications
  • Why the "human touch" will become even more important with the adoption of AI
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep52

We'd love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out! 

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2024-01-05 16:21:01 • 20 second read

Are you inadvertently sidelining the human element in the pursuit of rapid business growth?

If yes, we encourage you to listen to our recent podcast episode.

Duncan MacPherson and Bill Sowell, CEO of Sowell Management, talk about ways to elevate your relationship management while scaling your business with a B2B model.

Catch their full conversation here: paretosys.co/AODM_ep51

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2024-01-04 16:04:50 • 20 second read

The risk for advisors lies in losing sight of the true essence of their business - relationships and trust-building.

Join Duncan and his guest Bill Sowell on the latest episode of the Always On podcast, where they explore the delicate balance between high-tech and high-touch.

They had a great conversation filled with timely insights for growth-minded advisors.

Stream it today! paretosys.co/AODM_ep51

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2024-01-01 21:51:06 • 20 second read

As the New Year begins, all of us here at Pareto Systems invite you to join us in our journey to find your 'Blue Square' and achieve your goals. We wish you happiness, success, and prosperity in 2024!

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2023-12-28 19:22:13 • 20 second read

Always On with Duncan MacPherson - From Organic to Scalable Growth with Bill Sowell

The transition to fee-based services has prompted advisors to prioritize fee-worthiness, with clients focusing less on cost and more on perceived value.

Plus, the complexities of relationship management may be amplified in a B2B upscaling model.

In this episode, Duncan MacPherson speaks with Bill Sowell, CEO of Sowell Management, about the distinction between salesmanship and stewardship, and what it takes to cultivate lasting client relationships. They also talk about the shift from a B2C organic growth model to a franchise-ready B2B upscaling model.

They discuss:

  • Being a consolidator versus adopting a methodical organic growth model
  • Why advisors should never lose sight of relationship management
  • The path to strong advisor partnerships and an effective fit process
  • How technology and the Great Wealth Transfer are shaping financial services
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep51

We'd love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!


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2023-12-27 20:20:27 • 20 second read

How do you stay ahead of the curve in the ever-changing world of financial advising? How do you leverage AI to enhance your service and value proposition? How do you achieve consistent and sustainable growth in your practice?

These are some of the questions that Chris Jeppesen and Duncan MacPherson explore in the latest podcast episode of Always On. They discuss the concepts of the 'Blue Square Method' - a proven framework that helps you unlock your potential and reach new levels of success.

They also share inspiring stories of how some clients have transformed their practices and lives using the coaching process. You don't want to miss this 50th episode special of Always On with Duncan MacPherson! Stream it now at paretosys.co/AODM_ep50

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2023-12-20 19:34:00 • 20 second read

Technology is not here to replace financial advisors, but rather to elevate their client experience.

Discover how AI tools like Read AI can transform your practice and change the way you do business.

Listen to the latest episode of Always On to learn more. https://paretosys.co/AODM_ep50

Don't miss out on this game-changing discussion for wealth professionals and financial advisors. 

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2023-12-15 19:39:26 • 20 second read

Never underestimate the enduring impact and resonance your client interactions can have!

The true value isn't just in the immediate exchange of information during your meetings but in the aftermath.

The feelings and perceptions your clients leave with are the real game-changers.

This week on Always On, Duncan MacPherson and Chris Jeppesen discuss how to craft conversations that go beyond the transactional and create lasting impressions.

Stream it today: paretosys.co/AODM_ep50

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2023-12-14 19:39:53 • 20 second read

A Journey through Pareto Systems' Coaching Process

Tuesday, December 19 at 12noon ET / 9 am PT

Are you ready to embark on a transformative journey towards achieving your personal and professional aspirations? Join us for an exclusive webinar, hosted by Duncan MacPherson, CEO of Pareto Systems and co-author of The Blue Square Method.

At Pareto Systems, we're committed to helping financial professionals realize their true potential. In this engaging and informative webinar, we'll take you behind the scenes of our renowned coaching process, giving you a firsthand look at how we empower individuals to take control of their destinies.

Here's what you can expect:

  • Gain insight into Pareto Systems' mission and core values, which underpin our coaching philosophy. 
  • Explore the coaching landscape and understand why coaching is a game-changer in personal and professional growth.
  • Dive deep into our coaching approach, discovering the best practices and strategies that drive success.
  • Learn about the tangible outcomes and benefits you can achieve through Pareto Systems' coaching, with real-life success stories as your guide.

This webinar is your opportunity to uncover the power of Pareto Systems' coaching firsthand. Whether you're a professional seeking to elevate your career or an entrepreneur looking to take your business to new heights, our coaching can help you find your 'Blue Square' - that perfect alignment of passion and purpose.

This webinar will include a live Q&A with Duncan MacPherson. You can ask your questions live, or enter one when you register below.

Reserve your spot here: paretosystems.com/webinars

Can't make it, but don't want to miss out? Don't worry, register now and ask your question, and we will give you access to the recording following the broadcast.

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2023-12-08 19:45:42 • 20 second read

At a Mastermind session in San Diego along with Christian Ortez, Kevin Christensen, Samantha Dinh, Christina Zins, Dave Mantell, Jonna Damiano, Dianna Laney, Joseph Leedom, Andrei Hall, Brianne Soscia, Alissa Todd, Mike Woitkoski, Li Tian, Rod Uy, Arvind Ven, Mark F., Melanie C., and Margaret S., discussing the mindset, best practices and innovations of top financial professionals.

Thanks to Ryan McClain at LPL Financial as well as Tom Pearse and Craig Pierce at First Trust for bringing it to life!

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2023-12-07 19:46:28 • 20 second read

Always On with Duncan MacPherson - Timely and Timeless Best Practices with Chris Jeppesen

In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professional contrast and create enduring value for clients.

In this 50th-episode special, Duncan MacPherson is back with co-author of The Blue Square Method, Chris Jeppesen, Chief of Advisory Practices at First Trust. Gleaning from their life experiences and the success stories of high-performing advisors, they share valuable best practices to achieve long-term growth.

They discuss:

  • Why more and more advisors are finding personal rejuvenation in their work
  • The upcoming retirement wave in the industry and the opportunities it presents
  • A process-driven approach to exhibiting empathy and personalization
  • How AI is revolutionizing financial services
  • The power of testimonials in building trust and attracting clients
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep50

We'd love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!

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2023-11-23 17:27:36 • 20 second read

Strategies for a Multi-Million Dollar Exit

Are you ready to translate your life’s work into a meaningful legacy? Join industry thought leaders Duncan MacPherson, co-author of The Blue Square Method, and Ted Jenkin, trailblazing CEO of oXYGen Financial, as they unveil cutting-edge strategies for significantly increasing the enterprise value of your financial practice.

In this insightful webinar, you’ll explore:

  • Innovative methods to amplify the value of your business and captivate high-worth buyers. 
  • Insider insights into the evolving landscape of private equity and current valuation trends.
  • Real-world examples of businesses that achieve and exceed a 15x cash flow selling point.
  • Tailored exit approaches ranging from partial sales to perpetual involvement, all while securing your family’s financial comfort.

Watch the replay by clicking here: Maximizing Your Practice’s Value: Strategies for a Multi-Million Dollar Exit | GoToStage.com

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2023-11-17 17:20:14 • 20 second read

Advisors, a traditional "broker" mindset may be limiting your business growth.

In other words, it’s important to move away from a transactional way of doing business and focus on building relationships, streamlining processes, and improving client relationships.

We explore ways to do just that on this episode of the Always On Podcast featuring Max and Lucas Winthrop.

Check it out by clicking here: paretosys.co/AODM_ep49

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2023-11-16 17:20:29 • 20 second read

Embracing the C-Suite with Max and Lucas Winthrop

For years, financial advisors saw themselves as brokers, being mostly transactional and product-driven.

Today, advisors wear many hats. It’s no longer just a book of business, but an actual business!

In this episode, Duncan MacPherson joins Max Winthrop, CEO, and Lucas Winthrop, COO, of Winthrop Wealth and long-time clients of Pareto Systems. They emphasize the importance of embracing a C-suite approach to streamline core business functions and deliver a consistent and elevated client experience.

They discuss:

  • How to build effective functional teams with high functional accountability
  • How key C-suite positions can be refined and optimized for an advisory practice
  • The need for a philosophical alignment across the firm, which spills over to clients and strategic partners
  • Strategies for creating a process-driven and well-integrated business structure 
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep49

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2023-11-10 19:49:25 • 20 second read

You might get the biggest referral of your life and then have an HR issue and then take a sabbatical to rejuvenate and then experience a massive disruption in the form of volatility and then deepen your bench strength. And then there might be a little lightning strike of some kind, and then you acquire a business. It’s all very meaningful. Keep your eye on the prize, plan for the future, not only to give you confidence and clarity, but also to liberate you to live…

Download Chapter 1 of my new book The Blue Square Method for free now at: thebluesquaremethod.com

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2023-11-07 15:55:04 • 20 second read

Missed Duncan MacPherson, CEO of Pareto Systems, recent webinar? Watch the replay here:


Team Strategic Planning: Navigating the Future with Clarity and Resilience

Optimize your team’s 2024 strategy with innovative and actionable insights! This interactive webinar will guide your team to formulate coherent and compelling plans, aligning with your overarching objectives, and navigating the future with clarity and resilience.

What You’ll Gain:

  • Strategic Clarity: Ensure coherent and compelling strategic planning.
  • Actionable Insights: Implement innovative strategies seamlessly.
  • Focused Alignment: Align team objectives with organizational goals.
  • Dynamic Adaptability: Navigate unforeseen challenges with resilience.

Don’t miss out on empowering your team to excel in 2024! 

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2023-11-03 14:51:31 • 20 second read

Misaligned perceptions can hinder your ability to secure loyal advocates and referrals.

That’s why top advisors spend significant time managing relationships and ensuring that the clients *appreciate* their value!

Dive into the latest episode of the "Always On Podcast" as Steve Phillips and Duncan MacPherson explore techniques for effectively communicating your value and strengthening client relationships.

You don’t want to miss this insightful conversation.

Find links to stream the latest episode here: paretosys.co/AODM_ep48

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2023-10-26 17:36:00 • 20 second read

Make Your Clients the Voice with Steve Phillips

Have you ever stepped into your clients’ shoes to see your business from their point of view? Understanding how they perceive your value is key to building lasting relationships.

In this episode, Duncan MacPherson engages in a thought-provoking conversation with Steve Phillips, Chief Practice Management and Development Officer at USA Financial and a consultant at Pareto Systems. Together, they explore strategies for effectively articulating your value proposition and turning clients into enthusiastic advocates.

They also discuss:

  • Three golden questions to ask your existing clients
  • The path from endorsements to introductions (i.e., quality referrals)
  • How “client advisory councils” and “ideal client meetings” can rejuvenate your relationships and generate valuable feedback
  • Powerful ways to position (not pitch!) your value to clients
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep48

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2023-10-25 16:53:47 • 20 second read

First Trust continues to invest in the guardians of wealth - the financial advisor - aka the noble profession. And Duncan will continue to show up to share the mindset and best practices of the best fee-for-service professionals in the world!

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2023-10-19 17:25:19 • 20 second read

To whom are you going to hand the torch to ensure your clients are in good hands? And many generations within those families are well looked after. Well, the point here is that as you go from where you are, to where you’re going to inevitably end up, it’s not a straight line. There are peaks and valleys, there’s winds, there’s setbacks, and through that, there’s a signal to noise ratio...

Download Chapter 1 of Duncan’s latest book The Blue Square Method for free now at: thebluesquaremethod.com

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2023-10-13 20:53:22 • 20 second read

As Matt Cardella rightly said on the latest ‘Always On Podcast’ “Advisors are in the people business!”

Managing people is a major part of their day-to-day work, both with clients and employees.

In this podcast, Matt shares his personal journey of rejuvenating the relationships in his business, and how they have taken his business to the next level.

It is a must-listen for all advisors! Tune in now by clicking here: paretosys.co/AODM_ep47

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2023-10-11 20:46:17 • 20 second read

It’s hard to put your finger on it, but you can feel it. Your clients can feel it. In fact, they’re likely drawn by it!

Check out Duncan’s insightful and dynamic conversation with Matt Cardella, financial advisor at Raymond James, about connecting authentically with clients by clicking here: paretosys.co/AODM_ep47 

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2023-10-05 17:36:22 • 20 second read

Rejuvenating Client Relationships with Matt Cardella

Advisors, are you looking for ways to rejuvenate your client relationships?

Creating a meaningful impact in their lives is only a part of it. It’s equally important that your clients know (and appreciate) your value and process!

In this episode, Duncan MacPherson joins Matt Cardella, a financial advisor at Raymond James. Matt shares how his business has achieved professional contrast and improved relationships with a process-driven approach.

They discuss:

  • How to make your message more compelling by thinking beyond the technicalities
  • The significance of converting ideas into intellectual property
  • Connecting “authentically” with your clients
  • How to make your clients appreciate you more
  • The path to greater work-life balance as a financial advisor
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep47 

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2023-10-04 20:58:38 • 20 second read

Testimonials serve as critical decision-making elements for potential clients, with a substantial 93% of individuals basing their choices on them. They act as a keystone in the selection of a financial advisor, offering prospects a glimpse into the real-world experiences of existing clients.

Want to learn more? Attend the “Step-by-Step: Crafting Client Testimonial Videos that Resonate” webinar on Tues, Oct 10 at 12:00 PM ET. Register free here: paretosystems.com/webinars

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2023-09-26 19:46:47 • 20 second read

If you’re an advisor trying to connect with the next generation of your clients, the latest “Always On Podcast” is for you!

In this episode, Jeff Savlov and  Duncan MacPherson talk about strategies to engage families without getting technical and mentioning numbers.

Tune in now to learn more about the intersection of wealth management and family dynamics!

Listen now, or save this episode for later, by clicking here: paretosys.co/AODM_ep46

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2023-09-26 17:41:45 • 20 second read

The Art & Science of Effective Client Testimonial Videos

Don’t let the SEC’s new rule on client testimonials pass you by! It’s time to seize the opportunity to boost your marketing strategy with compelling video testimonials. Not only do these videos provide social proof, but they also illuminate the value you bring to your clients.

Hosted By: Duncan MacPherson, a thought leader in the financial industry. Co-Hosted By: Word Wrangler Laura Garfield, and Creativity Czar Sharon Gottula, co-founders of Idea Decanter a leading video production company in the advisory space.

Are you ready to convert more website visitors into potential clients?

Join us to:

  • Uncover a fail-proof system for crafting impactful testimonial videos
  • Navigate the compliance approval process with ease
  • Elevate your testimonials to unparalleled heights

Watch the replay here: paretosystems.com/webinars


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2023-09-20 19:02:31 • 20 second read

On-Demand Video available now!

Duncan MacPherson, CEO of Pareto Systems, Alex Lerch and Seth  Diener, both from Oak & Stone Capital Advisors Advisors uncover the knowledge and tools needed to tap into the genuine voices of your clients and weave them seamlessly into your branding narrative.

Watch the replay free here: paretosys.co/webi_replay

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2023-09-20 14:49:29 • 20 second read

To ensure wealth transfer does not hurt family relationships, it is important to engage all family members in the process!

In the latest episode of Always On, Jeff Savlov and I discuss how advisors can initiate difficult conversations with families and prepare them for succession.

Stream the full episode today

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2023-09-14 17:36:46 • 20 second read

Balancing Riches and Relationships: Family-Centric Wealth Management with Jeff Savlov

It is very common for first-generation, self-made, affluent people to shield their children from hardships. But that safety net can become a hammock of complacency…and entitlement!

In this episode, Duncan MacPherson joins Jeff Savlov, Family Business and Wealth Consultant, and the founder of Blum & Savlov, LLP. They discuss how to address family dynamics in wealth management — ultimately avoiding strained relationships among all future inheritors of wealth.

They discuss:

  • Why family dynamics play a crucial role in continuity and succession planning
  • Major challenges in family business succession (and how to address them)
  • Resources for financial advisors to help address family issues faced by affluent clients
  • How to engage families — including children — in the financial planning process
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep46

We would love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!

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2023-09-13 14:43:22 • 20 second read

Duncan often asks clients "What does Nirvana look like for you in the next five to 10 years?" And it provokes a conversation that he likes to run with, and take all the way to the end. Because every business is built to be sold, and every investment of effort you make working on your business contributes to that liquidity event.

Read more in Duncan’s latest book "The Blue Square Method": thebluesquaremethod.com

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2023-09-12 20:37:11 • 20 second read

Now, you might say to yourself, well, I’m not going to sell my business. You still have to begin with the end in mind, and at a minimum, define your continuity and succession plan. Every effort that you make in running and growing the business is an investment that increases its value and attractiveness to future potential buyers...

Read more in Duncan’s latest book "The Blue Square Method"! Download Chapter 1 free here: thebluesquaremethod.com

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2023-09-07 20:52:24 • 20 second read

Are you looking to make a lasting impression on your clients?

In the latest podcast Always On episode, Cathi Durrell and Duncan discuss how to improve your branding through greeting cards. Creating a sense of familiarity, becoming more referable, showcasing your values…they cover it all. Ready to enhance your clients’ experience? Tune in now!

Stream the new episode of Always On by clicking here: paretosys.co/AODM_45

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2023-09-05 16:51:26 • 20 second read

How to Finish Strong and Build Momentum for 2024

If you are aiming for a prosperous upcoming year, fueling the present with momentum is crucial. Carry the momentum from this year by planning for an outstanding Q4 now.

Recent events have caused a ripple effect in the industry, leading many advisors to dwell on uncontrollable factors and take a pessimistic outlook. While Andy Grove’s assertion, “Only the Paranoid Survive,” might hold some merit, there’s also significant value in optimism and focusing on actionable elements.

Click here to read more on LinkedIn

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2023-08-30 15:34:42 • 20 second read

The reason we say that branding is a continual effort is because the law of optimization reminds us that we have to continually refine and optimize to rejuvenate, in order to keep up with natural decline. Think of exercise. Have you noticed that disciplines take far longer to compound than neglect requires to erode them? Don’t misinterpret this. We are glass-half-full optimists, but we’re always mindful of competitive forces, commoditization and the law of familiarity. You might have heard the joke about the parkour enthusiast jumping from building to building and feeling energized, and on one jump missing the landing and falling. According to the story, someone on the fifth floor heard him yell, “So far so good!” If we allow ourselves to take things for granted, we can engineer our own collision course with obsolescence.

2023-08-17 17:05:37 • 1 min video

In their recent conversation on the ’Always On’ podcast, Duncan MacPherson and Martin Luc Derome, President of Queenston, discussed the key factors that buyers and sellers should consider.

Catch their full conversation here: paretosys.co/AODM_ep44

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2023-08-16 20:01:08 • 20 second read

You manage money, business, and people. You have to apply the same level of importance to all three!

This means when you sell your business, you have to ensure your clients are left in good hands.

You may also need to downsize the number of clients if you are unable to serve them all effectively.

Gain deeper insight into the "people" aspect of your business, especially M&A transactions, in the latest episode of Always On: paretosys.co/AODM_ep44

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2023-08-11 19:24:25 • 20 second read

A lot of advisors rush into selling their business.

They often forget that the goal is not just to earn maximum money.

Strategic fit, making sure your clients are taken care of…these factors also matter!

Learn how to find the ideal buyer/seller for your M&A transaction in the latest episode of Always On: paretosys.co/AODM_ep44

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2023-08-10 14:15:00 • 20 second read

Strategic Acumen in Mergers and Acquisitions with Martin Luc Derome

Selling a business is a once-in-a-lifetime opportunity for many advisors.

Do you really want to rush into the transaction? Or do you want to make sure you find the right buyer, receive maximum enterprise value, and leave your clients in good hands?

In this episode, Duncan MacPherson interviews Martin Luc Derome, president of Queenston. Specializing in mergers, acquisitions, and valuations in the financial services industry, Martin has invaluable insights for both buyers and sellers on how to navigate the transaction successfully and effectively.

They discuss:

  • The dos and don’ts of M&A in financial services
  • Actionable steps that help you maximum your enterprise value
  • Queenston’s proprietary process to navigate a business sale from start to finish
  • How to find the ideal buyer/seller (beyond just AUM or EBITDA)
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep44

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2023-08-08 20:59:03 • 20 second read

Unique Value Proposition: "Clients aren’t buying isolated solutions; they’re investing in your process. Emphasize your uniqueness and the value you bring. Clear, concise, and relatable communication is key.

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2023-08-04 17:09:38 • 20 sec

With over 13,000 specialist terms, the financial sector can be overwhelming. It’s not about impressing clients with jargon, it’s about simplifying their lives. Let’s make finance relatable. 

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2023-07-20 16:46:37 • 20 second read

Crafting Your Strategic Path to Financial Freedom

Missed the live broadcast? Watch the replay on demand: paretosys.co/retire5

Join industry leaders Duncan MacPherson, CEO of Pareto Systems, and Acquisition Expert Ted Jenkin, CEO of Oxygen Financial, in this exclusive webinar as they unveiled the proven strategies and actionable steps to help you retire in just 5 years. If you’re eager to fast-track your journey to financial independence, this webinar is a must-watch.

During this engaging session, Duncan and Ted guided you through a roadmap tailored to accelerate your retirement timeline. They shared invaluable insights and practical tips on how to optimize your resources and make the most of your financial opportunities.

Key Highlights:

  • Defining Your Retirement Vision
  • Leveraging Income Streams
  • Building a Support Network
  • Embracing Lifestyle Adjustments
  • Overcoming Roadblocks

Watch the replay on demand: paretosys.co/retire5

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2023-07-05 18:55:13 • 20 second read

When you sell a business, there are multiple ways you can structure the deal.

Before you sit at the table and start negotiating the terms of your sale, I encourage you to check out the latest Always On podcast.

In this episode, Ted Jenkin highlights key factors to keep in mind to get maximum value for your business.

Tune in to learn more about creative ways to structure a transaction by clicking here: paretosys.co/AODM_ep42

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2023-07-04 20:48:35 • 20 second read

"Enjoy the peace your valor won. Let independence be our boast, Ever mindful what it cost; Ever grateful for the prize, Let its altar reach the skies!" - Joseph Hopkinson 

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