Strategic Planning for 2023
Includes Q&A - with Duncan
Thursday, October 20th at 12 pm ET
By refining your plan for the coming year over the next few months, rather than on a Sunday evening over the holidays in December, you'll create a plan that better serves you and your team, is more actionable and predictable, and consists of goals that are balanced, clear and attainable.
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Proven Strategies Blog

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2022-08-31 • 20 sec

When the world starts to also appreciate your practice and your process, the professional contrast that builds predisposition for advocacy grows dramatically. Call them evangelists, raving fans or cheerleaders - the bottom line is people start going out of their way to introduce people to you. Make no mistake, we will never trivialize your qualities, skills and intentions as a person - just remember, those aren’t proprietary. Your best practices and your panoramic process are. As a result, because of increased advocacy, you are essentially making money while you sleep.

This is an excerpt of Duncan MacPherson and Chris Jeppesen’s newly released book: The Blue Square Method. Download Chapter 1 for free now at:

#practicemanagement #businessdevelopment #success #mindset #business #thebluesquaremethod

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2022-08-30 • 2 minute read

Our Philosophy about Legacy In the spirit of building something rather than selling something, one of the many things you are building is a legacy in real time. A legacy is something that people primarily look back on, but being mindful of it as you are developing one creates a special energy. One of the best quotes we’ve ever encountered on legacy is this, “Society grows great when old men plant trees in whose shade they know they will never sit.” That speaks to the gathering momentum that is generated by a vision and code-of-conduct that culminates in an admired legacy...

Click here to read more on LinkedIn

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2022-08-30 • 20 second read

Six years after ’The Advisor Playbook’, financial professionals are that many years further down their path with new needs and evolved ambitions. After hundreds of interactions with some of the best teams in the business, Chris Jeppesen and Duncan MacPherson have captured the mindset and best practices of those who are continuing to evolve and grow.

The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to unlock the next level of both quantitative and qualitative results. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.

Visit to order your copy!.

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2022-08-29 • 5 min video

Kicking off his European Road Trip, Duncan is in The Hague where he discusses Tulip Mania, diplomacy, and his newly released book, The Blue Square Method. Visit to get your copy, or to download Chapter 1 for free.

Click here to watch on YouTube

2022-08-26 • 2 min audio

Selling a business does not necessarily mean an immediate exit. You can continue to work after liquidating your business. In fact, selling your business can liberate you from your routine stress and rejuvenate your work life!

In this short clip from the most recent episode of the ‘Always On with Duncan MacPherson Podcast’ my guest Ted Jenkin, who recently sold his own practice, shares his personal experience.

Stream the entire episode by clicking here

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2022-08-25 • 20 second read

The Art and Science of Exit Planning with Ted Jenkin

When the time comes to exit your business, the goal is to drive your enterprise value, maximize your exit strategy, and elevate yourself qualitatively in the process. In this episode, Duncan MacPherson talks with Ted Jenkin, CEO of oXYGen Financial, about the three E’s of successfully liquidating a business. They highlight steps advisors must take today to have a successful business exit in the future.

Ted and Duncan discuss:

  • How liquidity events create a sense of self-actualization and personal fulfillment
  • Major drivers of enterprise value (and how to achieve them) 
  • Negotiation tactics to secure the best deal for your business sale
  • Why now is an opportune time to consider selling your business
  • And more

Tune in now by clicking here:

Feel free to share your thoughts on this episode or reach out with follow-up questions. We always appreciate feedback!

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2022-08-24 • 20 second read

Being at peace with mistakes, overcoming adversity and striving for the best version of yourself is good for the soul. As you know, life goes by fast. It’s just a blink. We all want to get to a point where we’re aware of living a life that’s fulfilled. The essence of Zen is that we could live to be 100 or it could all be over tomorrow. We can take nothing for granted and must use hindsight to serve us, not haunt us. We’ll feel gratified if this activates you to reach a little further, try a little harder, and if it disrupts any complacency that slows your self-actualization goal. Artists will tell you that a work of art is never completed, it’s abandoned, which means that we come to the end of the road and move on to something else.

This is an excerpt of the newly-released book ‘The Blue Square Method’ by Duncan MacPherson and Chris Jeppesen.

Download Chapter 1 for free now at:

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2022-08-23 • 2 minute read

The highest form of emotional intelligence is how you help someone who just shared news with you that was not so great and caused them grief. You might know someone who is almost angelic in how they cushion and absorb someone else’s pain, not by giving advice or an opinion.

Click to here read more on LinkedIn

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2022-08-22 • 20 second read

In this excerpt from episode 25 of the ‘Always On with Duncan MacPherson’ podcast, guest Richard Watts discusses counselling clients outside of how they invest their money and the impact that can have on the relationship…

Click here to watch on YouTube

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2022-08-19 • 20 second read

Your process drives enterprise value - the goal of every business owner is to build something that lasts and, eventually, to sell it. Like forced savings, your efforts are deposits into that equity and intellectual property. The bricks are your solutions, your proprietary process is the mortar that holds it all together, creating beauty and durability.

This is an excerpt of the The Blue Square Method by Duncan MacPherson and Chris Jeppesen.

Download Chapter 1 for free now at:

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