Shaping Your Branding Strategy
Includes Q&A
Tuesday, July 25th at 12 pm ET
Join Duncan MacPherson, co-author of The Advisor Playbook and The Blue Square Method, for this fast-paced webinar as he explores the essentials of shaping a powerful branding strategy. Duncan will focus on viewing your brand from your clients' perspective and leveraging that insight to create a compelling and authentic brand.
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Proven Strategies Blog

2024-04-15 • 3 minute video

The Client Experience formula for Financial Advisors (12-4-2)

Struggling to get client referrals? Discover the powerful 12-4-2 client experience formula used by Pareto Systems' top financial advisor clients. Learn how to move beyond reactive communication and create a proactive strategy for building stronger client relationships, triggering referrals, and attracting high-quality prospects. Watch now and unlock the secrets to becoming more referable!

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2024-04-11 • 20 second read

Is intergenerational wealth transfer a concern for your clients?

Well, it might be time to get all generations together in one room and have a family meeting! 

This week on the Always On podcast, Duncan MacPherson and Tom Deans discuss how successful advisors use "facilitated family meetings" to help their clients with a smooth wealth transfer.

Tune in now, or download this episode for later by clicking here:

2024-04-10 • 4 min video

How do you conduct a family meeting? Why Bringing Everyone Together is Easier Than You Think

Worried a family meeting will trigger family drama? Fear not! This clip reveals why narcissists typically avoid these meetings. Discover how family meetings can actually strengthen your bond and how a client's resistance might be a red flag.

How do you facilitate family meetings?

Listen to the full podcast episode to learn best practices on how financial advisors can arrange a family meeting with their clients:

2024-04-08 • 2 min video

Financial advisors preach family planning, but do they practice it themselves?

This clip exposes a shocking truth: many advisors haven't created a will or held a family meeting. Discover a powerful interview question to uncover if your advisor truly understands the "intergenerational wealth game."

How do you facilitate family meetings?

Listen to the full podcast episode to learn best practices on how financial advisors can arrange a family meeting with their clients:

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2024-04-05 • 20 second read

Are you prepared to guide your clients through this challenging transition?

The wealth transfer tsunami is here. As the first generation looks to pass on their legacy and the next generation looks to responsibly steward their inheritance, the advisor will play a crucial role in the process!

Tune in to the latest Always On podcast where Tom Deans and I share how you can be a valuable resource for your clients by clicking here:

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2024-04-04 • 20 second read

Transitioning Next-Gen Wealth with Tom Deans - Always On With Duncan MacPherson, Ep. 56

Passing on a legacy and managing family dynamics can be overwhelming for first-generation business owners.

As their advisor, how can you help prepare their heirs and transition wealth smoothly?

I spoke with Tom Deans, Ph.D., who is an expert on passing wealth between generations. He is a speaker and author of "Every Family's Business" and "Willing Wisdom." Advisors can assist self-made first-generation business owners and professionals by focusing on continuity and succession planning. This can help boost client retention and referrals.

We also discuss:

  • Major challenges faced by business owners during succession planning
  • How advisors can set the stage for successful wealth transfer
  • Why multi-generational family meetings (with the advisor present) can be incredibly powerful and revealing
  • Strategies for addressing complex family dynamics
  • A sneak peek into Tom's upcoming book: The Happy Inheritor
  • And more

Stream the new episode of Always On by clicking here:

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2024-04-03 • 20 second read

When we launched the 'Practice Management Index' in 2022, we had no idea how quickly this tool would be adopted by thousands of Financial Advisors to quickly identify exactly what they need to do to make meaningful refinements in their business. As we step into 2024, financial advisors are witnessing a transformative shift, with the spotlight on embracing AI to refine operational efficiencies and enhance client engagement strategies; it is quite a time to be alive!

This year, success in the financial industry isn't just about the accumulation of years of experience or the size of one's team. It's increasingly about how effectively financial advisors run their business like a business.

Our 'Practice Management Trends Report for 2024' aims to dissect these evolving dynamics, spotlighting the pivotal "opportunity gaps" that we have identified from all the Financial Advisors that have completed the Practice Management Index Assessment in 2023...

Download the Report: Practice Management Trends Report 2024:

Want to see where you stand and identify specific areas for improvement in your practice? Take the free Practice Management Index Assessment today!

** Take the PMI Assessment: **

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2024-04-01 • 20 second read

With messaging, the key is brevity, specificity, and proprietary.

This involves:

  • Choosing your target audience,
  • Personalizing your marketing to resonate with them,
  • Walking them through a proprietary process, and
  • Sharing their experience using effective testimonials!

Learn more about elevating your brand in the "Always On" podcast, as Duncan speaks with Seth J. Diener, owner of Diener Money Management, and Alex Lerch, director of Oak & Stone Advisor Marketing.

They discuss how advisors can better focus their marketing efforts on their ideal audience " and then harness the power of AI during the implementation phase.

Tune in now, or download for:

2024-03-28 • 1 min video

Align your purpose with your platform for a fulfilling career & lasting impact!

Watch the full video on YouTube

Do you want to learn how to implement these financial advisor marketing & branding strategies? Speak with a Pareto Systems expert

Or learn more about our financial Advisor business coaching at

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2024-03-26 • 2 minute read

Client retention is the strategy

Is your business growing as fast as you'd like? Or is Client churn taking a toll on your practice? These are a major challenge for financial advisors, but it doesn't have to be this way. 

Who are you really marketing to? 

Financial advisors often think of marketing as a tool solely for attracting new clients. But what if I told you that strong marketing is one of the keys to keeping your existing clients happy and loyal?

This article dives into the surprising truth about marketing for financial advisors: it's not just about acquiring new business, it's about nurturing the relationships you already have. Our experience from coaching financial advisors, has shown us that keeping your existing clients informed will also translate  into client referrals in the future.

The NOT SO Shocking Reason Clients Leave Their Financial Advisors (and How to Stop It)

What is the number one reason that clients leave their advisors? Studies show that a staggering 71% of clients leave their advisors due to a lack of communication [source:].

They feel out of the loop and unimportant. By the time this issue comes to light, during that dreaded exit meeting, it's often too late. 

Imagine this: Sarah, a young professional, finally felt confident enough to meet with a financial advisor. She met with Jeremy, who seemed knowledgeable and put together a solid financial plan. But after the initial investment, communication dwindled. Sarah received generic quarterly reports, but no explanation of market fluctuations or how they impacted her portfolio. Months turned into a year, and Sarah felt increasingly out of the loop. Feeling unimportant, Sarah started researching other advisors.

So, how do you prevent this scenario and keep your clients engaged? The answer is simple: consistent marketing.

Marketing for Client Retention: A Win-Win Situation

Think of financial advisor marketing as a two-way street. Yes, it helps you attract new prospects, but it also allows you to consistently communicate with your current clients.

Imagine your client is saying this, "I never felt like I understood what was happening with my money. Then I found Ann, who shares regular updates explaining market trends and how they might affect my portfolio. She even hosted a client webinar on retirement planning that was incredibly informative. It feels like she genuinely cares and wants me to be successful."

Every marketing touchpoint, from emails and social media posts to educational content and client events, is an opportunity to connect with your existing client base. By consistently delivering valuable content and reinforcing your brand message, you're reminding them why they chose you in the place.

The Power of Consistent Communication Builds Loyalty

The same marketing strategy you use to attract new clients can be equally effective in retaining your current business.

Take this Client Testimonial: "I've been working with David for over 10 years now. He doesn't just manage my investments; he takes the time to understand my goals and concerns. He sends regular newsletters with financial tips and even throws client appreciation events where we can socialize and learn more about the market. It feels like a true partnership." - Michael L., Business Owner

The key lies in ongoing communication. Don't rely solely on annual meetings to connect with your clients. Regular marketing efforts ensure they see you, hear from you, and stay informed about your approach. 

Consistent Marketing Means More Referrals

Imagine having a team of loyal clients who rave about your services and refer their friends and family. This is the power of effective marketing. 

By consistently showcasing your brand, values, and process through various channels (email, videos, social media, events), you become a trusted figure in your clients' minds. This consistency builds trust and makes you the go-to financial advisor for their network.

Related Articles:

The Key Takeaways for Financial Advisors

  • Marketing is one of the Keys to Client Retention: Don't underestimate the power of marketing to keep your existing clients happy and engaged.
  • Brand Consistency is a must: Clearly communicate your people, practice and process through all marketing materials.
  • Multi-Channel Marketing Communication is Essential: Utilize a variety of channels (email marketing, social media marketing, etc.) to reach your clients.
  • Content is King (or Queen): Tailor your marketing content to resonate with your ideal client and their financial goals and interests. We recommend AdvisorStream as a turnkey marketing tool for Financial Advisors.
  • Focus on Building Relationships: Marketing is all about nurturing trust and connection with your clients.

By prioritizing consistent communication and building strong relationships, you can combat client churn and ensure your financial advisor business thrives. Let effective marketing be your secret weapon for client retention.


Contributed by: Duncan MacPherson, author, speaker and Financial Advisor Coach


Do you want to learn how to implement these financial advisor marketing & branding strategies? Speak with a Pareto Systems expert. 

Or learn more about our financial Advisor business coaching at

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