Professionalize and standardize your approach to shift from an organic to a scalable model.
In this episode of the Blue Square Method, An Attitude of Gratitude, Duncan discusses the importance of being grateful for the many things that you’ve accomplished, while still aspiring to achieve your ambitions.
Transform your client relationships from an abstract, commoditized and transactional model to decommoditize, depersonalize and demystify your value to gain your clients full empowerment and increase your refer-ability.
Branding is incredibly powerful in terms of persuasive impact! In this episode, Duncan discusses positioning your value and creating professional contrast to help position referrals as a value-added service.
Achieve professional contrast and stand out from the pack.
In this episode in the “Blue Square Video Series”, Duncan explains how using professional contrast will help you achieve “The Winning Edge” so your clients have a higher level of trust, understanding and appreciation for you, your people, your practice and your process.
Would your business run like a Swiss watch if you were to take a month off tomorrow?
In this episode Duncan discusses the need and importance of professionalizing and standardizing everything into a proprietary playbook that will ensure your business runs smooth, even without you or a key team member.
While the source of your most valuable perspective clients are friends and family members of your existing clients, their service providers are a close second. In this episode Duncan discuss strategies to build a strong strategic partner referral network.
Instead of being all things to all people, be all things to some people.
In this video Duncan suggests that in order to grow your business, it is sometimes necessary to right-size your book of business so you can focus on the clients that deserve you rather than the ones that need you.
Building a highly functioning team can be liberating for all members of your firm.
In this video Duncan discusses the importance of the CSA to the team dynamic and how forming a highly functional team, or refining and optimizing an existing team, can help take your business to another level.
This Lightning in a Bottle audio is from a recent consultation I had with one of our Blue Square consulting clients. I speak with John about how to make himself obsolete and empower his team to liberate him to do what he get paid to do.
To hear the full audio, subscribe to our podcast, just look for Duncan MacPherson From-the-Field on Apple Podcasts or Google Play.
In this video, Duncan discusses how you can create professional contrast in the market place so you can:
Find Good Prospects
Engage Strategic Partners
Use video to promote your brand and take your business to the next level! In this 4 part series I’ve teamed up with the fine folks at IdeaDecanter.com to showcase the power and impact of video can have on your business.
Brand yourself to Business Owners, Professionals, and Executives.
This Lightning in a Bottle audio is from a recent consultation I had with one of our Blue Square consulting clients. I speak with John about his branding and messaging as he moves up market working with business owners, professionals, and executives. To see hear the full audio, subscribe to our podcast, just look for Duncan MacPherson From-the-Field on Apple Podcasts or Google Play.
In this episode of The Blue Square Method, Duncan talks to the importance of engaging partners into the process, rather than referring clients out and how that has a major impact on the client experience.
Scale your growth and achieve a multiplier to monetize fully.
In this episode Duncan discusses the four cornerstones of the client experience: the onside process, the onboarding process, the ongoing process, and the onwards process to help you shift from fit, and the alignment of interest, to creating contrast and onboarding that client and fast tracking them to advocate status.
I often talk to teams that are bringing on a younger advisor, to fill a role and increase productivity. More often than not, these protégés are very talented, but mentors often leave them to their own devices to figure out their own process and role. In this short video I highlight how you, as a team leader, can play to your strengths as well as your protégé’s, to chart their path to success and make them an indispensable member of the team.
When transitioning to a new firm or taking on a new advisor, ensure the rules of engagement are defined, fair, reasonable and reciprocal. Remove the mystery on incentive and compensation, make everything transparent and client-facing, because how you start a relationship will have a profound impact on how it will unfold.
Position your services as a process that that puts every piece of the financial puzzle together and keep imprinting so your clients can socialize it to their friends, family members and business associates to create a steady stream of quality referrals.
Reposition “Client Review Meetings” as “Strategy and Tactical Meetings” that are process driven to enhance the client experience and increase your value and trust.
Duncan explains that if you internalize your value and trust to your clients, not just you and your people, but your practice and your process, you will create a network of advocates that will generate quality referrals.
In this episode of The Blue Square Method, Duncan discusses the fine line between a rut and a groove and how we take a lot of comfort in our routines that can undermine our pursuit or aspiration towards self-actualization.
In this episode in the Blue Square series, recorded while vacationing in Japan, Duncan discusses how to decommoditize your value and ensure that your clients understand and appreciate what you can do for them over the lifetime of the relationship.
In this episode of The Blue Square Method video Duncan discusses Franchise Readiness and combining congruency, continuity and succession simultaneously into your practice to achieve absolutely incredible results.
In this episode Duncan describes how he embarked upon his own personal 25 year overnight success story which got him to where he is today. And, of course, huge congrats to the Toronto Raptors, NBA Champions for 2019, on their 24 year overnight success story!