A lot of advisors rush into selling their business.
They often forget that the goal is not just to earn maximum money.
Strategic fit, making sure your clients are taken care of…these factors also matter!
Learn how to find the ideal buyer/seller for your M&A transaction in the latest episode of Always On: paretosys.co/AODM_ep44
Strategic Acumen in Mergers and Acquisitions with Martin Luc Derome
Selling a business is a once-in-a-lifetime opportunity for many advisors.
Do you really want to rush into the transaction? Or do you want to make sure you find the right buyer, receive maximum enterprise value, and leave your clients in good hands?
In this episode, Duncan MacPherson interviews Martin Luc Derome, president of Queenston. Specializing in mergers, acquisitions, and valuations in the financial services industry, Martin has invaluable insights for both buyers and sellers on how to navigate the transaction successfully and effectively.
They discuss:
Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep44
Unique Value Proposition: "Clients aren’t buying isolated solutions; they’re investing in your process. Emphasize your uniqueness and the value you bring. Clear, concise, and relatable communication is key.
"I wanted to spend a second talking about the importance of planning and legacy. Now, of course, literally speaking, planning is about being prepared for the future, but I just want to remind you that it goes so much deeper than that. You’re actually helping your clients plan for the present, because you are offering them liberation..."
With over 13,000 specialist terms, the financial sector can be overwhelming. It’s not about impressing clients with jargon, it’s about simplifying their lives. Let’s make finance relatable.
Join Duncan MacPherson, Author of The Advisor Playbook, and Cathi Durrell, of LavishCards.com, as they discuss high touch ideas for August with a focus on Birthday and Anniversary cards!
The Key to Meaningful Client Relationships
As professionals, we revel in our industry knowledge and technical ability, often taking pride in our mastery over a plethora of financial terms. But have you ever paused to think about your client’s perception? Every industry has its jargon, and the financial sector is no exception with over 13,000 financial terms at its disposal. While these terminologies may demonstrate our competence, they often leave clients feeling overwhelmed and excluded.
Take a moment to consider this analogy. Imagine you’ve recently purchased an e-bike, a device you enjoy and appreciate for its convenience and adaptability...
"You’re not marketing to yourself. I know you know what you’re talking about, but does the client understand? Remember, data dumping with jargon does not differentiate you; it adds to the commoditization of the business."
Click here to watch on YouTube
For more on this, and other actionable best practices, download Chapter 1 from Duncan’s book "The Blue Square Method" today at thebluesquaremethod.com
Crafting Your Strategic Path to Financial Freedom
Missed the live broadcast? Watch the replay on demand: paretosys.co/retire5
Join industry leaders Duncan MacPherson, CEO of Pareto Systems, and Acquisition Expert Ted Jenkin, CEO of Oxygen Financial, in this exclusive webinar as they unveiled the proven strategies and actionable steps to help you retire in just 5 years. If you’re eager to fast-track your journey to financial independence, this webinar is a must-watch.
During this engaging session, Duncan and Ted guided you through a roadmap tailored to accelerate your retirement timeline. They shared invaluable insights and practical tips on how to optimize your resources and make the most of your financial opportunities.
Key Highlights:
Watch the replay on demand: paretosys.co/retire5
“If you’ve seen the Blue Square Method by now, you know that the Q in the word square is highlighted because we want to focus on helping our community achieve both qualitative and quantitative success..."
Watch on YouTube: https://youtu.be/Zym2BeMk48E
For more on this, and other actionable best practices, download Chapter 1 from Duncan’s book "The Blue Square Method" today at thebluesquaremethod.com
