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.
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Proven Strategies Blog

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2022-12-09 • 20 second read

The bar is low in terms of what people expect, because most of your competitors don’t go the extra mile, so you’ve got that going for you. It’s not that anyone was disappointed or let down by your old way, but it was no great honor, either. It’s possible that you have some clients who are sleepwalking in their appreciation for you. It’s also very possible that some of them have developed a bit of amnesia when it comes to remembering how important you are to them.

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2022-12-07 • 20 second read

As we’ve said, an essential best practice is to never negotiate your value in order to win business. You are starting a long-term, sometimes multigenerational relationship that should not be started by lowering your fees. Sure, it’s fun to grind on a new car or the price of a hotel room, but these are transactions. The enlightened never try to win a negotiation when it comes to a relationship-centered, long-term engagement.

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2022-12-06 • 2 minute read

The idea of getting together with a client to rehash something that has already happened is just one reason why some of your clients might brush it off and tell you, “Hey it’s all cool. I’m busy, I trust you. Whatever you think.” You might convince yourself that it’s great that your client feels that way. It’s not great. It’s great that they trust you, but not great that they don’t see the merit in getting together. That’s where loyalty fatigue and drifting are born. The noise-cancelling headphones are now officially off and competitor messages are going to be heard…

Click here to read more on LinkedIn

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2022-12-05 • 6 min video

Duncan is Toronto talking about the distinction between being an advisor and being a CEO, and what that means for your business. He shares what the most successful advisors are doing now to position themselves for incredible growth.

Click here to watch on YouTube

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2022-12-02 • 20 second read

Remove the mystery for the world around who your ideal client is. People who chase speak in terms of who they are looking for, people who attract speak in terms of who they are suited for. Professional scarcity conveys that you are not all things to all people. You are all things to some people. Define this on a sheet of paper that is client-facing. Show it to them as you are telling them that you only accept new clients that are introduced to you, and assuming there is a good fit.

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

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2022-12-01 • 20 second read

Stephen Covey, the legendary author of the book The 7 Habits of Highly Effective People, advised that you should always begin with the end in mind … I suggest that you apply a mindset of building a business with the intention of selling it for maximum value at some point in the future.

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2022-11-30 • 20 second read

The reason we say that branding is a continual effort is because the law of optimization reminds us that we have to continually refine and optimize to rejuvenate, in order to keep up with natural decline. Think of exercise. Have you noticed that disciplines take far longer to compound than neglect requires to erode them? Don’t misinterpret this. We are glass-half-full optimists, but we’re always mindful of competitive forces, commoditization and the law of familiarity. You might have heard the joke about the parkour enthusiast jumping from building to building and feeling energized, and on one jump missing the landing and falling. According to the story, someone on the fifth floor heard him yell, “So far so good!” If we allow ourselves to take things for granted, we can engineer our own collision course with obsolescence.

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2022-11-29 • 2 minute 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…

Click here to read more on LinkedIn

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2022-11-28 • 2 minute video

Obviously there are fundamentally essential elements of how you conduct yourself that impact the enterprise value of your business. The one that is getting so much more attention in the last couple of years is your intellectual property, and the degree that you run your business like a business.

Click here to watch on YouTube

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2022-11-25 • 20 second read

The best way to take care of your business, your clients and your growth potential is to take impeccable care of yourself. You can’t pour from an empty cup. We’ve seen fee-for-service professionals strive to take care of everybody and everything around them, but it came at their own expense. Self-sacrifice does not breed respect, self-interest does. So in that hour-a-day, or whatever model you adopt, charge up your batteries, pay tribute to the temple (your mental and physical health) and slow life down a little.

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