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2018-10-11 14:21:14 • 5 minute video

In this episode of The Blue Square Method video Duncan points out how we all have the same 24 hours of time in a day and the importance that emotional intelligence has on practice and relationship management.

Need more sand in your hour glass? Talk to our friends at First Trust, or check out the Advisor Playbook: www.paretosystems.com/the-advisor-playbook

2018-10-09 17:21:54 • 6 min video

In this episode Duncan discuss the concept of the Ideal Client Event, that’s agenda driven and more experiential than a simple presentation, to re-introduce and shift the focus from products, pricing and performance to a trusting relationship with the people, the practice and the process.

Want to learn more about the Ideal Client Engagement, and Advisor Protocol visit: www.advisorprotocol.com

2018-10-04 17:49:49 • 5 minute video

In this episode of The Blue Square Method video Duncan discusses the concept of being a conscious company and how being client facing around your benevolence, charitable giving and philanthropy is one of the purest forms of collaboration you can have with your clients, your staff, and your strategic partners.

Want to learn more about Do Some Good and how they are impacting communities throughout Canada? Visit: dosomegood.ca

Check out the Infographic here: https://consciouscompanymedia.com/sustainable-business/infographic-business-case-conscious-companies

2018-09-27 18:25:55 • 5 minute video

In this episode Duncan discusses the strategy of using the wall décor and greeting cards to enhance and reinforce your personal branding.

To view the finest selection of the highest quality greeting cards and prints, visit our friends at www.lavishcards.com. Tell them Duncan sent you! Also, as my kids have reminded me, there’s no Chinook Salmon in Mission Creek or Okanagan Lake, they’re Kokanee!

2018-09-25 19:37:11 • 5 minute video

In this episode Duncan discusses fine line between a Rut and a Groove and how to overcome challenges to remain on track to take your client relationships to the next level.

We help our Blue Square Method clients focus on reframing their client relationships to prime the pump for quality referrals. See if you are a fit for Blue Square: www.paretosystems.com/blue-square

2018-09-20 16:33:11 • 5 minute video

Convert clients into referral-generating advocates –– In this episode of the 5 Minute Fix, Duncan explains why you never have to ask for referrals again. By positioning your referral process as a service you are providing to your ideal clients, rather than as a favor you are asking of them.

We help our Blue Square Method clients create a referral process to ensure they receive a steady stream of quality referrals from their top clients. See if you are a fit for Blue Square: www.paretosystems.com/blue-square

2018-09-18 13:33:25 • 4 min video

In this episode Duncan discusses how progress comes as much from WHO you're exposed to as it does from WHAT you're exposed to. Right-sizing your book of business will allow you to focus on the clients that DESERVE you rather than the clients that NEED you.

If you would like to learn more about how to focus your time on the clients that deserve you, join Duncan at a Pareto Systems Mastermind event in beautiful Palm Springs, CA. or Kelowna, BC. Limited seats remain for dates this fall, visit our website to learn more: https://www.paretosystems.com/mastermind-total-client-engagement.html

2018-09-13 20:47:52 • 6 min video

In this episode of The Blue Square Method, Duncan discusses how the purest form of client acquisition is not going out and trying to convince new people, but working with the people who are already convinced and showing them how to convince people on your behalf.

Our Blue Square Method clients learn to convert their top clients into advocates who become referral generators who feel they're doing their friends a disservice if they don't make the introduction. See if Blue Square is a fit for you: www.paretosystems.com/blue-square

2018-09-11 21:20:00 • 6 min video

In this episode of The Blue Square Method, Duncan discusses the immense fulfillment that comes from servicing and helping others. The benevolence of bringing value and the best way to find yourself is to lose yourself in the service of others.

Our Blue Square Method clients learn that to take care of others they must first learn to take care of themselves. See if Blue Square is a fit for you: www.paretosystems.com/blue-square

2018-09-06 21:22:48 • 5 minute video

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.

We continuously work with clients through the Blue Square Method to create a two-way street with Strategic Partner. See if you are a fit for Blue Square: www.paretosystems.com/blue-square

2018-09-04 21:26:05 • 5 minute video

Consistent client acquisition is often driven as much through professional branding as it is by marketing. In this episode of the 5 Minute Fix, Duncan explains how a client perceives you and describes you has a profound impact on the quality and quantity of referrals you receive.

Learn more about professional branding and its impact on the quality and quantity of referrals you receive by attending Mastermind in Palm Springs with Duncan MacPherson. For dates and info click here: www.paretosystems.com/mastermind-total-client-engagement

2018-08-30 14:43:59 • 5 minute video

The law of reciprocity states that giving often starts the receiving Process. In this episode of the 5 Minute Fix, Duncan explains why it is important to make your clients the voice you listen too.

Learn more about the law of reciprocity and how it can help drive referrals by attending Mastermind in Palm Springs with Duncan MacPherson. For dates and info click here: www.paretosystems.com/mastermind-total-client-engagement

2018-08-23 13:26:16 • 5 min

Anything you do more than three times (or which has three or more steps in the process) should be recorded and defined. In this episode of the 5 Minute Fix, Duncan explains how making your process proprietary - taking it from vapor to paper - builds value in your business.

Add value to your business, schedule a complimentary Pareto Systems Intro call and take your first step to the next level: https://www.paretosystems.com/schedule-a-call.html
 

2018-08-21 22:48:15 • 5 minute video

In this episode of the 5 Minute Fix, Duncan explains how your conduct makes your process refer-able by other professional providers, and how your communication with clients and their professional providers builds trust and endorsements.

Looking for a continuous stream of endorsements? Learn how to create a predictable process to achieve consistent quality client acquisition with our Blue Square Method: www.paretosystems.com/blue-square

2018-08-16 13:27:13 • 5 minute video

In this episode of the 5 Minute Fix, Duncan explains how your process and value become more, not less refer-able when your value doesn't depend on short-term results or productivity, but instead hinges on your client relationships.

If you’d like to learn more about Pareto Systems strategies and how they can help increase your referrals, schedule a complimentary 20 minute call with one of our friendly and knowledgeable Consulting Coordinators: www.paretosystems.com/schedule-a-call

2018-08-14 00:00:00 • 7 min video

The most valuable proprietary asset you have, and the rule of 52. Learn about how these factors, along with how the power of imprinting can impact your business in this short video we pulled from our archive.

If this video resonates with you, join me for one of my upcoming Mastermind sessions in Palm Springs, CA, or Kelowna, BC where I will dive deeper into this and much more: www.paretosystems.com/mastermind-total-client-engagement

2018-08-09 13:28:47 • 5 minute video

In this episode of From the Field, Duncan discusses using symbols to re-inforce your value proposition. Our friends at Lavish Cards produce the highest quality cards that can symbolize your value and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com

2018-08-07 13:30:19 • 5 minute video

Taking your process from vapor to paper is Duncan’s topic in this episode of From the Field shot on beautiful Okanagan Lake. Sending high quality greeting cards, especially for Thanksgiving Day, can help professionalize the client experience while reinforcing your personal branding.

Our friends at Lavish Cards produce the highest quality cards that will allow you to own the mantle and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com

2018-08-02 13:31:10 • 5 minute video

Streamline your processes to elevate the client experience for the 20 percent of your clients who generate 80 percent of your business to take your business to the next level!

Do the concepts we post resonate with you? Join me at one of our upcoming ‘Mastermind’ sessions in Palm Springs or Kelowna this fall where I can help you to start implementing these concepts into your practice. Dates and details here: www.paretosystems.com/mastermind-total-client-engagement

2018-07-31 13:44:13 • 4 min video

Are you looking to become the best version of yourself personally, professionally or both? This is what the Blue Square Method is all about. If you are interested in learning more about our process and working directly with me, click here: www.paretosystems.com/blue-square

2018-07-26 20:08:51 • 5 minute video

The people who like us the most need us the least! The most successful financial advisors, and basically all knowledge–for-profit professionals, like professional athletes have coaches there at the pinnacle of accomplishment in their fields.

To learn more about our coaching options, schedule a complimentary Pareto Intro Call: www.paretosystems.com/schedule-a-call

2018-07-24 15:36:52 • 5 minute video

Re-position everything as being client-centered and then, once the dust settles, start to re-introduce yourself and elevate how your clients perceive and describe you. You'll competitor-proof your clients, gain their full empowerment and drive advocacy to take your business to the next level.

If our strategies resonate with you but you’re having issues with implementation, we can help! Schedule a complimentary Pareto Intro Call to learn more: www.paretosystems.com/schedule-a-call

2018-07-19 00:00:00 • 4 min video

A discussion on how to say no to the tasks that are not strategic, clients that are not a good fit and activities that are not in tune with your branding to create more time to focus on the people and things that matter.

If you liked this episode of From the Field, I recommend checking out the Blue Square Method, it’s all about helping someone methodically achieve self-actualization. To become the best version of themself - personally and professionally. Framed in ambition, purpose, meaning, fulfillment and gratitude. Click here to learn more: www.paretosystems.com/blue-square

2018-07-17 14:23:50 • 6 min video

Are you where you said you be five years ago? Are you close to a work-optional life style? Learn more about how our Blue Square Method can help you get there: www.paretosystems.com/blue-square

2018-07-12 19:21:50 • 6 min audio

Have you insulated yourself from volatility in the market? Join me at Mastermind in Palm Springs, CA this fall where I will go into greater detail on this topic and much more. For dates and to reserve your seat, visit: www.paretosystems.com/mastermind

2018-07-10 17:00:33 • 4 min video

What would it look like if you took a month off tomorrow? Does your support team have the tools and processes in place to ensure nothing slips through the cracks?

Schedule a complimentary 20 minute call with one of our Consulting Coordinators to learn more: www.paretosystems.com/schedule-a-call

2018-07-05 14:30:33 • 4 min video

The commoditization of the industry is intense and can undermine your relationships with clients.

In this episode of 5 Minute Fix, Duncan explains how having clients buy into your proprietary process - rather than buy on price, product or performance - helps insulate that client from competitors, and future-paces the relationship while converting them systematically from a client to an advocate. Want to learn more on how to competitor-proof your best clients? Join me at my next Mastermind session in Palm Springs, CA: www.paretosystems.com/mastermind-total-client-engagement

2018-07-03 19:14:32 • 5 minute video

We are pulling from our archive today with the 5 Minute Fix! If you want to learn how to get 15 great referrals in the next twelve months, check out our Total Client Engagement Process: www.paretosystems.com/total-client-engagement

2018-06-28 15:32:57 • 5 minute video

In this episode, Duncan discusses professionalizing and standardizing the goal setting exercise to make it panoramic and memorable by asking three simple, yet profound questions in your client meetings.

If you’d like to learn more about Pareto Systems strategies and how they can have a measurable impact on your practice, schedule a complimentary 20 minute call with one of our Consulting Coordinators: www.paretosystems.com/schedule-a-call

2018-06-26 15:48:33 • 4 min 18 second audio

We work with Advisors to ensure that they are way out in front of critical scenarios that might occur in their client’s lives (inheritances, liquidity events, etc.) so that they are viewed as their client’s personal CFO (Complete Family Office).

Schedule a complimentary 20 minute call with one of our Consulting Coordinators to learn more: www.paretosystems.com/schedule-a-call

2018-06-21 16:26:55 • 4 min video

Need guidance on client gifting? Visit our partner and gifting expert John Ruhlin’s website: www.johnruhlin.com

2018-06-19 15:35:13 • 5 minute video

Have you had a client leave unexpectedly? Find out why. Learn more about our Business Evaluation Process where we identify gaps in your current approach to obtain clarity for the road ahead: www.paretosystems.com/business-evaluation-process

2018-06-12 14:58:24 • 3 min 45 sec video

Watch more of my “From the Field” series on our YouTube Channel: www.youtube.com/ParetoSystemsInc

2018-06-07 16:54:21 • 4 min 37 second video

Watch more of my “From the Field” series on our YouTube Channel: www.youtube.com/ParetoSystemsInc

2018-06-05 16:56:06 • 2 min 30 sec video

In this episode, Duncan discusses classifying clients and using a client facing service matrix to ensure you’re not investing time with people who need you at the expense of the people that deserve you.

To learn more about Client Classification and the Service Matrix, visit www.ParetoSystems.com

2018-05-31 15:45:57 • 4 min 38 second video

Have your clients buy into a panoramic and all-encompassing process that puts every piece of the financial puzzle together. Learn more at www.paretosystems.com

2018-05-29 15:18:48 • 4 min 6 second audio

Access all of our daily posts from our homepage: www.paretosystems.com

2018-05-24 14:19:28 • 5 minute video

Need a family investment legacy strategy? Ask how our Blue Square Method can help. www.paretosystems.com/schedule-a-call

2018-05-23 14:21:11 • 4 min 26 sec video

Position your value to increase your refer-ability. Schedule a Pareto Systems Intro call to learn more: www.paretosystems.com/schedule-a-call

2018-05-17 15:01:13 • 4 min 5 second video

Need help with imagery? Check out our friends at lavishcards.com. They have a full gallery of imagery to support your branding.

2018-05-15 16:09:32 • 3 min 11 second video

For more actionable videos like these please Subscribe to our YouTube channel here: www.youtube.com/user/ParetoSystemsInc

2018-05-10 16:05:01 • 4 minute 17 second video

Like this video? Subscribe to our YouTube Channel all my From the Field videos: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

Or listen to them on my Podcast on iTunes or Google Play:

Apple Podcasts: https://itunes.apple.com/ca/podcast/duncan-macpherson-from-the-field/id1359813986?mt=2

Google Play: https://play.google.com/music/m/Invlkszkicyak7v4vgciyqtqzj4?t=Duncan_MacPherson_-_From_the_Field

2018-05-08 14:02:37 • 2 min 50 second video

Want to build a network of professionals who will introduce you to quality potential clients? Learn more about Two-Way Street: www.paretosystems.com/two-way-street

2018-05-03 15:25:11 • 4 min 28 second video

In this episode of ‘From the Field’ Duncan discusses strategies for becoming a specialist, not a generalist, for business owners.

'From the Field' series is now available as a podcast series!

Subscribe to Duncan's podcast on:

Apple Podcasts: https://itunes.apple.com/ca/podcast/duncan-macpherson-from-the-field/id1359813986?mt=2

Google Play: https://play.google.com/music/m/Invlkszkicyak7v4vgciyqtqzj4?t=Duncan_MacPherson_-_From_the_Field

2018-04-26 14:51:56 • 4 minute 5 second audio

A discussion on converting customers into fully empowering clients who don’t just buy something but buy into something.

Watch more of my From the Field series on YouTube: https://www.youtube.com/ParetoSystemsInc/featured

2018-04-24 14:03:07 • 2 min 14 second video

Click to learn more about Pareto Systems’ consulting programs: www.paretosystems.com/one-to-one-coaching

2018-04-19 18:25:48 • 2 min 55 second video

Speak with my team to learn about our fit process: www.paretosystems.com/schedule-a-call

2018-04-17 14:59:02 • 3 min 10 second video

Join me and a small group of very successful Advisors as we dive deeply into issues facing Financial Professionals today. These sessions are not a pep talk or group hug. They are not a lecturing data dump, but rather a productive, actionable conversation with a clear path for implementation.

Mastermind details: www.paretosystems.com/mastermind

2018-04-12 12:04:00 • (6 min 19 sec video)

Professionalize, standardize and monetize so you can become that Franchise Ready Advisor. Schedule a call my team to learn more: https://www.paretosystems.com/schedule-a-call.html

2018-04-10 12:04:00 • 3 min video

To learn more about Pareto Systems coaching programs visit: www.paretosystems.com

For more videos like these, subscribe to our YouTube channel: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

2018-04-05 12:04:00 • 6 min 58 second video

Visit our homepage for daily actionable insights: www.paretosystems.com

2018-04-03 00:00:00 • 5 min 22 second video

For more videos like these, Subscribe to our YouTube channel here: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

2018-03-29 00:00:00 • 5 min 27 sec

Call my team to learn more: 1.866.593.8020

2018-03-27 00:00:00 • 4 min 11 sec

Do your clients have the full picture? Download our free whitepaper for branding ideas: https://www.paretosystems.com/the-greeting-card-playbook.html

2018-03-22 00:00:00 • 4 min 5 sec

Subscribe to our YouTube channel here for more videos like this: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

2018-03-20 00:00:00 • 4 min 52 sec

Symbolize your value through imagery. Our friends at Lavish have a great selection of Greeting Cards, Prints, Canvases and more: https://www.lavishcards.com/

2018-03-15 00:00:00 • 4 minute 35 second video

For more videos like this subscribe to our YouTube channel: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1 

2018-03-13 00:00:00 • 3 min 13 second video

Looking for ideas on how to incorporate your branding with your client greeting cards? Talk to our friends at Lavish Cards: lavishcards.com

2018-03-08 00:00:00 • 4 min 52 second video

Want to use Multi-sensory Marketing in your process? Contact our Concierge Services and ask for a copy of the PFO Process: concierge@paretosystems.com or 1.866.593.8020 ext. 1000

2018-03-06 00:00:00 • 3 min 4 second video

For more videos like this subscribe to our YouTube channel: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

2018-03-01 00:00:00 • 3 min 30 second video

Learn more about removing the mystery with our proven process: www.paretosystems.com/total-client-engagement

2018-02-27 00:00:00 • 3 min 32 second video

For more videos like this subscribe to our YouTube channel: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

2018-02-22 00:00:00 • 4 minute 9 second video

For more videos like this subscribe to our channel: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

2018-02-20 00:00:00 • 4 minute 12 second video

Talk to my team about how we can help you prepare your business: www.paretosystems.com/schedule-a-call

2018-02-15 00:00:00 • 5 min 46 sec video

Schedule a 20 minute intro call with my team to access the Shoot Your Trailer video I mentioned: www.paretosystems.com/schedule-a-call

2018-02-13 00:00:00 • 3 min video

For more on communication, read my best-selling book, The Advisor Playbook: www.paretosystems.com/the-advisor-playbook

For more videos like this subscribe to our channel: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

2018-02-08 00:00:00 • 3 minute 53 second video

Make yourself indispensable to your clients: www.paretosystems.com/total-client-engagement

For more videos like this subscribe to our channel here: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

2018-02-06 00:00:00 • 1 min 54 second video
Shift away from a mindset of a salesperson, and receive a higher quality and quantity of referrals. Thank you Steve Phillips for your partnership – Advisor Protocol is in great hands with such an industry expert.

Become Pareto Certified, and partner with me and Pareto Systems: www.paretocoachesnetwork.com

2018-02-01 00:00:00 • 3:14 min video

Want to learn more about how we can help you identify any gaps in your process? Schedule a call with us today: www.paretosystems.com/schedule-a-call

For more videos like this subscribe to our channel here: www.youtube.com/ParetoSystemsInc

2018-01-31 00:00:00 • 46 second video

To learn more about the Coaches Network visit: http://www.paretocoachesnetwork.com/


2018-01-30 00:00:00 • 2:43 video

Need help framing your ideal client profile, schedule a call to learn more: www.paretosystems.com/schedule-a-call

For more videos like this subscribe to our channel here: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

2018-01-25 00:00:00 • 2 minute video

To learn more about Client Advocacy visit: www.paretosystems.com

For more videos like these, subscribe to our YouTube channel: https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1
2018-01-23 00:00:00 • 2:44 video

To learn more about becoming Franchise Ready schedule a call with my team: www.paretosystems.com/schedule-a-call


For more videos like this, subscribe to our YouTube channel:

https://www.youtube.com/user/ParetoSystemsInc?sub_confirmation=1

2018-01-17 00:00:00 • 2:48 video

For more daily insights visit: www.paretosystems.com

View this video on my YouTube channel: https://youtu.be/4rdgVCEQPqY

2018-01-16 00:00:00 • 3 min video

Schedule a call with us today to learn more about the Strategy & Tactical Meeting process:

www.paretosystems.com/schedule-a-call

Watch on YouTube: https://youtu.be/xaQ1l-IE5ZQ

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