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.
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.
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!
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.
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.
Combine your high tech with high touch to competitor-proof clients and provide consistent advocacy to generate quality referrals. In this video Duncan suggests sending high quality, summer greeting cards to add energy to your client relationships.
Join Chris Jeppesen, Chief of Advisory Practices at First Trust, and Duncan MacPherson, CEO of Pareto Systems, as they discuss how some of the best advisors are not trying to be all things to all people, but all things to some people. It's not how big they can get but how small they can stay.
In this episode I discuss the strategy of using the wall décor and greeting cards to enhance and reinforce your personal branding. Please note, as my kids have reminded me, there’s no Chinook Salmon in Mission Creek or Okanagan Lake, they’re Kokanee!
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.
Use video to attract new business! In part 2 of this 3 part series I discuss how to leverage video to attract new clients and sift real prospects from the mass of suspects. Let our friends at IdeaDecanter.com show you the power and impact of video can have on your business.
Use video to promote your brand and take your business to the next level! In this 3 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.
Be a resource for your clients and their families during the good times and the hard times. Having strategic partners in event and funeral planning can go a long way in making an indelible impression on your client’s families while helping pay tribute to someone's legacy.
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.
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.
Put a process in place that puts every piece of your client’s financial puzzle together that goes beyond just achieving financial independence, but also maintaining it and building their family legacy.
Create professional contrast with stewardship, not salesmanship. Don’t try to be all things to all people, but all things to some people. Demystify your value and let people come to their own conclusions.
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.
Have you ever been curious as to what goes on during a consultation, training session or in meetings at Pareto Systems? The Fly on the Wall series give you the opportunity to do just that, listen in to real meetings and consultations with Duncan MacPherson and our team. We hope you enjoy this call and being a FLY ON THE WALL.
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.