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.
Coaching Professionals for over 25 years1.866.593.8020
Pareto Academy Login

Proven Strategies Blog

Blog Posting Image
2022-12-22 • 20 second read

The Art and Science of Practice Management With Kevin Bishopp

Taking your practice management to the next level, nurturing your organizational culture, and improving client experiences might require switching your mindset from advisor to CEO.

In this episode, Duncan MacPherson speaks with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust, about the art and science of practice management — including several actionable ideas for financial advisors.

They discuss:

  • What stops advisors from dissociating from clients who are not a good fit
  • The impact of professional scarcity on advisor branding
  • The difference between client service and client experience (and how to balance them)
  • The HOW and WHY of nurturing a cohesive organizational culture
  • And more

Tune in now (or download it for later!) by clicking here:

Blog Posting Image
2022-12-21 • 20 second read

A best practice that can take more time to produce, but strongly reflects and supports your branding strategy, is content marketing. When you create and promote your content, and make it the call to action, you ask the world to ask for your thought leadership IP, rather than asking for appointments or new business. You are attracting with permission marketing, rather than chasing with sales techniques.

Blog Posting Image
2022-12-20 • 2 minute read

A Process to Engage Strategic Partners

For many professionals in your inner circle of strategic partners, and for those connected to your clients that you haven’t met yet, understand their wiring. It doesn’t always occur to them to proactively make introductions. Their head is down, grinding out their technical deliverables. They might think in terms of 101-level networking, but not all of them are very savvy beyond that. It isn’t an innate skill for everyone, and it certainly wasn’t taught to them in school. In the absence of the entrepreneurial pedigree – they’re running a practice not a business – there is a higher degree of skepticism when it comes to this type of initiative…

Click here to read more on LinkedIn

Blog Posting Image
2022-12-19 • 2 minute video

In this excerpt from episode 24 of the ‘Always On with Duncan MacPherson’ podcast, guest Chris Jeppesen and Duncan discuss the impact of professionalizing your empathy with clients through goals-based planning.

Click here to watch on YouTube

Blog Posting Image
2022-12-16 • 20 second read

Growing Down – as we touched on, and will cover more deeply in Chapter 12, if you’ve made the decision to dramatically reduce your client count so that you can shift from a breadth to a depth model, call your best and favorite clients and inform them that, as a team, you are excited because you’ve made the decision to grow your business from 300 clients down to 75! (The client’s immediate thought will be, “Whoa, did I make the cut?”) Tell them that the upside to downsizing is the opportunity to go deeper into the needs and client experience of the clients you are best suited for, especially as so many of those clients are approaching liquidity events, and with more money comes more complexity.

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

Blog Posting Image
2022-12-15 • 20 second read

If you received six referrals in the last 12 months, you were probably talked about and endorsed 30 times. It’s about a five-to-one ratio between endorsement and introduction. Closing that gap is not only where the lowest-hanging fruit lives, but your growth model elevates you from transacting – trading time for money and pumping up a leaky tire – to a more predictable, efficient and durable approach.

Blog Posting Image
2022-12-14 • 20 second read

In business and in life, it’s not about wins and losses but about how you play - and if and when you’ll stop learning and growing. Getting set in our ways is understandable, especially later in life. Coasting is easier, so it’s impressive seeing someone on the back-nine of life still committed to health and wellness, attending yoga sessions and gym classes. It’s impressive to see a retired person register for, and crush it, in a blockchain and cryptocurrency Masterclass. It’s equally sad to see someone counting the days until they can get away from the ball and chain called “work” because it’s never been their calling or passion.

Blog Posting Image
2022-12-13 • 2 minute read

Another client of ours – who was admittedly just going through the motions initially with our process – got jarred one day. In the space of an hour, he received an amazing degree of praise and an incredible referral from a raving client, and then got fired by a raging client. It was enough to tip him over to a sense of resolve…

Click here to read more on LinkedIn

Blog Posting Image
2022-12-13 • 20 second read

What does the advisor of the future look like?

There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.

Learn how to:

  • Grow on your own terms
  • Drive enterprise value
  • De-risk your business
  • Build a scalable playbook

Watch the recording of this informative Go-to-Webinar webcast by clicking here:


Blog Posting Image
2022-12-12 • 4 min video

Every investment of effort you make contributes to two words, conversion and convergence. This outtake is from the Blue Square Academy which is available with the purchase of the book The Blue Square Method.

Click here to watch on YouTube

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.