How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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Proven Strategies Blog

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2023-01-19 • 20 second read

Building Relationships through Video with Katie Braden

Video marketing is revolutionizing the way advisors connect with clients and prospects. However, getting in front of the camera can feel terrifying for some people. For others, it might just seem like “a lot of work.” But not anymore.

In this episode, Duncan MacPherson speaks with Katie Braden, CFP®, founder and chief video officer at Advisor Video Marketing. Katie explains how advisors can make short yet impactful videos with clarity, conviction, confidence, and consistency.

They discuss:

  • The key to creating authentic videos that build intimate relationships
  • How video marketing helps advisors sift the prospects from the suspects
  • Three most common video mistakes that damage the viewer experience 
  • Ideas for evergreen and one-on-one videos to help you get started
  • Navigating compliance for video marketing
  • And more

Stream the new episode of Always On by clicking here:

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2023-01-18 • 20 second read

Be certain to take any jargon and sales lingo out of your lexicon. Nothing about accounts, households, minimums, production or asset gathering. Never say, “Thanks for the business” to a new client or “Thanks for the referral” to an advocate. Always point to the relationship and the process that ensures you are directionally focused (where it’s going), rather than decision focused (you made a sale).

Download Chapter 1 of The Blue Square Method for free now at:

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2023-01-17 • 20 second read

How to Sell Your Business for Top Dollar

Do you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business? Have you considered how long you would stay in the business through a transition?

Join Duncan MacPherson, co-author of the Advisor Playbook, and Ted Jenkins, serial entrepreneur and CEO of oXYGen Financial as they discuss:

  • Deploying a process to work on your business and drive enterprise value
  • The world of private equity and how practices are really being valued today
  • How a 1MM cash flow business producer can sell for 15x cash flow or more
  • The option for selling your practice including you selling only part of your business, staying in the practice forever, and how to take care of your family
  • And much, much, more

Access the recording here:

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2023-01-17 • 2 minute read

A quick word about seeking out options for outsourcing some of the commoditized aspects of your Technical Ability and Core Competency (TACC) over to bona fide models and platforms that are proven to add efficiency to your overall deliverables. As an example, a financial professional in his 50s was hitting his stride and finding renewed enthusiasm for his business by...

Click here to read more on LinkedIn

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2023-01-16 • 2 minute video

"That surprises me... to this day that people would receive a referral and not solicit why the referral came." This is an excerpt from episode 33 of the ‘Always On with Duncan MacPherson’ podcast with guest Chris Jeppesen.

Click here to watch on YouTube

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2023-01-13 • 20 second read

As rapport, interaction and trust gathers steam, you can feel the enthusiasm. One of the best things to do at this point is to not deviate. Keep feeding the self-motivation. Help them come to their own conclusions. One of the masters of this is Randy Schwantz, an exceptional presenter and consultant and the author of The Wedge. Randy’s epic statement, “For you to get hired, someone else has to get fired” is as good as it gets when it comes to attracting a client that closes you, instead of chasing a prospect trying to close them.

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

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2023-01-12 • 20 second read

For a professional whose solutions are not tangible, and the benefits of which can be delayed, it is essential to create a client experience that de-commoditizes your services – and a process that communicates those benefits clearly.

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2023-01-11 • 20 second read

You are striving for alignment, not a close. The “win” is in arriving at a mutually agreed upon conclusion that is natural and feels right. Yes, you will gradually expose the flaws of the current provider and others in the vetting process, but it will be achieved honorably and comfortably for the potential client and for your industry.

Download Chapter 1 of The Blue Square Method for free now at:

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2023-01-10 • 2 minute read

The energy shifts from the first to the second meeting. Leading up to your first meeting, the prospective client might have felt some apprehension – but that was squelched quickly – and then moved to a state of anticipation for the potential of the relationship. As you onboard the soon-to-be client, the mood shifts to validation. This is where your actions continually confirm their decision and appreciation that this might even be better than they expected.

Click here to read more on LinkedIn

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2023-01-09 • 2 min video

In this excerpt from episode 33 of the ‘Always On" podcast Duncan MacPherson, and guest, Chris Jeppesen discuss the importance of focusing on what clients actually want. 

Click to watch on YouTube


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