Duncan Macpherson - From The Field

Focus on where the puck is going Join Duncan in this episode of the Blue Square Video Series as he discusses the importance of continuity, succession and family investment legacy planning with your clients to ensure they grow further into your process as their life unfolds and their needs evolve. To learn more about continuity and succession, we recommend reading Intergenerational Wealth Expert Tom Deans' book: 'Every Family's Business' and checking out his website at: EveryFamiliesBusiness.com Also, look out for an upcoming webinar Tom and Duncan are planning, details to follow!

In this episode of the Blue Square Video Series Duncan discusses how to consistently attract self-made first-generation business owners. Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you manage intergenerational wealth: https://paretoacademy.com/knowledge-bank-volatility.html

You are at your highest level of refer-ability right now! Talking to your clients about what's going on right now helps them understand how strong your people, practice and process really are, and what it represents in terms of the value you provide. To subscribe to Brian Westbury's Monday Morning Outlook, and other timely market commentary, head over to www.ftportfolios.com/Retail/Research/Subscription or contact your First Trust Wholesaler to learn more.

In these uncertain times, it's extremely important you remember your purpose, stick to the plan and trust the process. Your role, as Financial Advisor, is like a Sherpa in that, not only do you have to take your clients up, you also have to successfully get them down. For access to videos, scripts and templates to help you be your clients' voice of reason check out the Pareto Systems Knowledge Base: https://paretoacademy.com/knowledge-bank-volatility.html

Listen to Chris Jeppesen and Duncan MacPherson in this actionable, fast-paced podcast as they discuss what you should be doing right now to be the voice of reason for your clients in these volatile times. For access to videos, scripts and templates to help you be your clients' voice of reason check out the Pareto Systems Knowledge Base: https://paretoacademy.com/knowledge-bank-volatility.html

In this episode of the Blue Square series Duncan discusses how, when markets are under stress, opportunities to grow and refine your business exist for advisors who are proactive. He also mentions how rewarding it is to hear from our past and current clients and the impact the work we have done together has impacted them and their business!

In this episode Duncan discusses the strategy of using the wall decor and greeting cards to enhance and reinforce your personal branding. To view the finest selection of the highest quality greeting cards and prints, visit our friends at www.lavishcards.com. Tell them Duncan sent you! Also, as my kids have reminded me, there's no Chinook Salmon in Mission Creek or Okanagan Lake, they're Kokanee!

In this episode of The Blue Square Method, Duncan talks to the importance of engaging partners into the process, rather than referring clients out and how that has a major impact on the client experience.

Transactional Sales are DEAD!! Recurring Revenue is the Only Way Forward - Join Awesome Mike Baker and Duncan MacPherson on the Awesome Wholesaler Experience Podcast where they discuss the future of the Financial Industry.

The Resilient Advisor Podcast with Jay Coulter - How Financial Advisors Can Build A Franchise Ready Business With Duncan MacPherson. We discuss the Framework For Building A Critical Path To Franchise Readiness: 1. Why: Demography and Commoditization 2. Who: Demographics, Proteges and The Remnant 3. How: The 6 Month Process For 'Re-framing' Cracking The Code: 1. Wealth Management Process 2. Practice Management Process 3. Relationship Management Process The Advisor Fit Process: How to make sure an acquisition/merger target is the right fit for your business. The Rule of Three: Anything that you do 3 or more times that has 3 or more steps needs to be systematized. The Complete Family Office (CFO) Model: How to build a Relationship Management Branding Strategy.

In this episode of The Blue Square Method, Duncan discusses the immense fulfillment that comes from servicing and helping others. The benevolence of bringing value and the best way to find yourself is to lose yourself in the service of others.

In this episode Duncan discusses fine line between a Rut and a Groove and how to overcome challenges to remain on track to take your client relationships to the next level. We help our Blue Square Method clients focus on reframing their client relationships to prime the pump for quality referrals. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html

Once a successful financial advisor has achieved consistent, sustainable organic growth, the natural next step is to consider scalable, acquisition-based growth. Success in Buying a Business comes by Design, not by Chance. Join me and Scott Wetzel, Managing Partner at Succession Lending, for this fast-paced podcast on The Art of Buying a Business. Learn more about Succession Lending here: www.successionlending.com

Join Pareto Systems CEO Duncan MacPherson and Curt Steinhorst, authur of the best selling book "Can I Have Your Attention", as they dive deeply into how to overcome distraction and reclaim your focus in this 48 minute podcast.

Put a process in place that puts every piece of your client's financial puzzle together that goes beyond just achieving financial independence, but also maintaining it and building their family legacy. Learn more with the Pareto System's Blue Square Process: https://www.paretosystems.com/blue-square.html

Create professional contrast with stewardship, not salesmanship. Don't try to be all things to all people, but all things to some people. Demystify your value and let people come to their own conclusions.

Convert your clients to advocates and constantly refine and optimize what you do in your business to increase your refer-ability and take your business to the next level.

Transform your client relationships from an abstract, commoditized and transactional model to decommoditize, depersonalize and demystify your value to gain your clients full empowerment and increase your refer-ability.

Have you ever been curious as to what goes on during a consultation, training session or in meetings at Pareto Systems? The Fly on the Wall series give you the opportunity to do just that, listen in to real meetings and consultations with Duncan MacPherson and our team. We hope you enjoy this call and being a FLY ON THE WALL. Learn more about Pareto Systems Consulting Programs: https://www.paretosystems.com/one-to-one-consulting.html

Branding is incredibly powerful in terms of persuasive impact! In this episode, Duncan discusses positioning your value and creating professional contrast to help position referrals as a value-added service. To take a deeper dive into the concepts Duncan discusses, check out the Blue Square Method, designed for busy professionals and their teams, who want to take their client relationships to the next level: https://www.paretosystems.com/blue-square.html