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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2022-08-18 • 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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2022-08-17 • 20 second read

Because top performers are busy, some tend to drift into patterns and either put off or forget to work on themselves. When it comes to change, some are reluctant because they feel that disruption is risky. Keep in mind, the best are forever improving but rarely swinging for the fences. World class golfer Justin Rose has a great mindset. He would say “I don’t try to find one thing and improve it by 10%, I want to find 10 things I can improve by 1%”. He is a serious student and has immense respect for his coaches. He knows that his swing coach could never beat him at a round of golf but he finds the coach’s insights and observations to be invaluable. The key is, he doesn’t just work on his game. He also focuses on stretching, meditation, nutrition, strength, critical thinking, mental toughness, endurance and many other “soft skills” - all of which contribute in small but meaningful ways.

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: TheBlueSquareMethod.com

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2022-08-16 • 2 minute read

A successful F4S professional understands that trust is the lifeblood of meaningful long term relationships, but if trust is so important, let’s expand on this and consider for a moment what it is specifically that your clients trust.

When we ask our F4S clients to list specific things that their clients trust, we usually hear things like professionalism, integrity, knowledge, confidentiality, fiduciary responsibility and the like. All of which are important – but those are the qualities, skills and intentions

Click to read more on LinkedIn: https://bit.ly/ps_dmac19

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2022-08-15 • 20 second read

In this excerpt from episode 25 of the ‘Always On with Duncan MacPherson’ podcast my guest Richard Watts discusses the complexities of intergenerational wealth.

Click here to watch on YouTube

2022-08-12 • 20 second read

Legacy planning is much more than transferring money from one generation to the next.
 
It’s also about transferring values. If you simply “give” the money to your children, they might lack the wisdom, grit, and satisfaction of accomplishment that only struggle and adversity can bring.
 
Tune in to the latest episode of the Always On with Duncan MacPherson podcast to learn how you can help your clients prepare their children for the real world, instead of spoiling them with free money, by clicking here: 

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2022-08-11 • 20 second read

Entitlemania with Richard Watts

Legacy planning is much more than transferring money from one generation to the next. It’s also about transferring values. If you simply “give” the money to your children, they might lack the wisdom, grit, and satisfaction of accomplishment that only struggle and adversity can bring.

In this episode Duncan MacPherson joins Richard Watts, author of Entitlemania: How Not To Spoil Your Kids, And What To Do If You Have! Having been the wise counsel to many of America’s wealthiest families, Richard shares how you can help your clients prepare their children for the real world, instead of spoiling them with free money.

Richard and Duncan discuss:

  • How to prompt wealth transfer conversations that your clients might not like 
  • Why first-generation earners should not deprive their children of experiential learning 
  • Real-life examples of families who have adopted the “tough love” approach
  • How to take your relationship management to the next level
  • And more

Tune in now (or download it for later!) by clicking here: https://bit.ly/AODM_ep25

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

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2022-08-10 • 20 second read

There is an art and science to working ON yourself and ON your business. We’ve experienced first-hand that you can learn a lot from reading a book. You can learn even more from writing one. The exercise of creating something is powerful. It forces you to dig deep and study a subject in a more meaningful way, and that knowledge can be retained. It takes you to an experiential reality rather than a theoretical one. Coaches are notoriously “often wrong but never in doubt”. By that we mean, they have confidence in their ideas and strategies that are both timely and timeless, and they can have immense persuasive impact, but they too can be lacking in customization and implementation longevity. Square peg, meet round hole. We spent the past several years playing at a high level - interacting with some of the most accomplished F4S professionals in existence - and extracted those observations, shaped it all into this book and expanded our relevance in the process.

This is an excerpt of the upcoming book The Blue Square Method by Duncan MacPherson and Chris Jeppesen. Download Chapter 1 for free now at: TheBlueSquareMethod.com

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2022-08-09 • 20 second read

There is a profound difference between doing something because of compliance and obligation and doing something because of deeply seated desire. One of the many examples we’ve seen that personifies the human spirit in terms of self-motivation comes from the world of athletics.

Click here to read more on LinkedIn

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2022-08-08 • 3 minute video

In this excerpt from episode 24 of the ‘Always On with Duncan MacPherson’ podcast my guest Chris Jeppesen and I discuss how market forces are driven by human nature, and we share some stories on how that is playing out right now.

Click here to watch on YouTube

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2022-08-05 • 20 second read

Remember: Most limitations are self-imposed. There is a process to achieve both consistent organic and scalable growth and they are interconnected through conversion and convergence without compromising your values, personal health and wellness or work-life balance. We get it. If you’re a parent we know that you’ve got about 18 summers with your kids and those 18 years will come and go very quickly. We want you to cherish that time as you flourish professionally. We’ve seen where, in an attempt to grow, the wake of disruption on the home front has been colossal. Remember that old saying - you’re only as happy as your least-happy child - but you can have it all. You might not be able have it all at once, but your trajectory aims you and your momentum can incrementally compound, moving you to a personal and professional inflection point.

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

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