How to Use Technology to Build a More Predictable and Sustainable Business
Includes Q&A - with Duncan
Thursday, June 2nd at 12 pm ET
Does your technology help you to create a consistent client experience? Can you deploy duplicable systems? Are you leveraging technology to become more efficient? Join Duncan MacPherson, founder of Pareto Systems and author of 'The Blue Square Method', as he discusses implementing best practices through technology.
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Proven Strategies Blog

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2022-04-08 • 20 second read

When you and your clients are crystal clear about all the reasons why they want to achieve financial independence, they place far more value on how you plan to get them to there. This will competitor-proof your clients in a way that ensures that anyone trying to steal them will meet resistance and dead ends with every effort. It’s a win-win situation, because the more your now-competitor-proof client buys into your process and understands and appreciates it, the easier it will be for them to describe that process to someone else. You’re more referable.

Excerpt from The Advisor Playbook:

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2022-04-06 • 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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2022-04-04 • 4 min video

Have you considered the next frontier of growth being the opportunity to fully monetize your proprietary procedures and playbook? When you build out and standardize your organic business development practices you have earned the right to tap into a vein of gold of literally limitless opportunity through scalable growth.

Click to watch on YouTube

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2022-04-01 • 20 second read

Clarity is one of the most important results of having a plan and a process. It allows you to tune out noise and distractions and focus on proven strategies that generate results. A good plan serves as a reminder of what matters as the year unfolds to ensure that you don’t drift off track. Ultimately it’s about a solid trajectory and mid-course corrections made early.

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2022-03-31 • 20 second read

New Perspectives on Growth with Kevin Bishopp

The business world is forever evolving. Even the disruption of the last two years was only able to slow it down for a short time.

In this episode, Duncan MacPherson meets with Vice President and Performance Coach Kevin Bishopp for the Advisor Consulting Group at First Trust Portfolios. They discuss the growth in the business world over the last two years.

Duncan and Kevin discuss:

  • Marketing your business from growing down, growing up and everything in between
  • The three categories of solutions
  • Why some advisors are reluctant to make cuts
  • The difference between being able to design and being able to build
  • The Cash Flow model 
  • And more

Click here to listen to this podcast

2022-03-30 • 4 min video

We all know how the dynamics of supply and demand work. The scarcer something is, the higher the value people place in acquiring it. The question is how you can put this immutable law to work in your business. I would ask you to start with your lexicon, because the words you use continually, matter.

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2022-03-29 • 2 minute read

If you want to improve your productivity, the best place to start is by examining your activities. Look no further than the Pareto principle, also known as the 80/20 rule. In most cases, about 80 percent of your business stems from about 20 percent of your clients. It makes sense, therefore, that you consistently invest 80 percent of your time – both pro-actively and reactively – on that 20 percent.

Click to read more on LinkedIn…

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2022-03-28 • 20 second read

Legendary thought leader Steven Covey advised us to focus on first things first. A good friend of mine likes to say that the main thing is to always focus on the main thing. In both cases, the primary focal point has to be on that of your most valuable asset: Your client relationships.

Click to watch on YouTube

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2022-03-28 • 20 second read

Reignite Your Team - The New Realities of Your Practice

Join Duncan MacPherson, co-author of the Advisor Playbook, and Elaine Christakos, Pareto Business Advisor, as they discuss the shift from employees to talent and how you can help enhance the quality of life of your entire team.

They dive into:

  • Reimagining your bench strength
  • Retention and rejuvenation of your team
  • Attracting the right talent
  • Essential motivators to be aware of

Clich here to access the recording and register for next webinar

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2022-03-24 • 20 second read

Content Marketing Made Easier: How To Use Podcasts To Attract Ideal Clients With Matt Halloran

Content marketing is a powerful way to thrive in the expertise economy.
Why? Because consistently sharing your thought leadership with clients and prospects establishes credibility and makes you more referable.
In this episode, I am joined by Matt Halloran, Influence Accelerator, Chief Relationship Officer, and partner at ProudMouth, to explore the power of content marketing. They unpack strategies to convert your knowledge into intellectual property that puts you ahead of the competition.
Matt discusses:
●    How podcasting expands your addressable audience of prospects
●    How to compel your ideal clients to take action through content marketing
●    Strategies to create evergreen content and remain top-of-mind for your target audience
●    The extent to which you can outsource your content marketing
●    And more
Click here to listen to this podcast

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