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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

2018-01-15 00:00:00 • 64 second video
2018-01-10 00:00:00 • 20 second video
2018-01-02 00:00:00 • 54 sec video
2017-12-21 00:00:00 • 23 sec video
2017-12-19 00:00:00 • 23 sec video
2017-12-14 00:00:00 • 34 sec video
2017-12-12 00:00:00 • 24 sec video
2017-12-07 00:00:00 • (23 sec video)
2017-12-01 00:00:00 • (31 sec video)
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