Duncan Macpherson - From The Field

The path to self-actualization, and the best version of ourselves, requires adversity for what it makes of us. In this episode of the Blue Square Video Series, Duncan suggests you have to start evolving your messaging because, as each day of this volatility goes by, you can't just say exactly the same thing. Visit the Pareto Systems Knowledge Base for videos, scripts and templates to help you evolve your messaging: paretoacademy.com/knowledge-bank-volatility

In this episode, Duncan MacPherson provides actionable strategies to help you finish 2020 strong and position yourself for a great 2021! By focusing your efforts on the 20% clients who helped generate 80% of your business, and ratcheting up your service matrix, you will differentiate yourself from the crowd and convert clients into referral generating advocates. Complimentary Pareto e-Summit Invitation: 'Foresight From 2020 - How to Finish Strong and Build Momentum for 2021' - Sept 24th at 10am ET - REGISTER/MORE INFO: paretosystems.com/virtual-summit

In this episode of The Blue Square Method, Duncan discusses how the purest form of client acquisition is not going out and trying to convince new people, but working with the people who are already convinced and showing them how to convince people on your behalf.

Scale your growth and achieve a multiplier to monetize fully. In this episode of the Blue Square Method, An Attitude of Gratitude, Duncan discusses the four cornerstones of the client experience: the onside process, the onboarding process, the ongoing process, and the onwards process to help you shift from fit, and the alignment of interest, to creating contrast and onboarding that client and fast tracking them to advocate status. For more information on scaling your growth and the four cornerstones on the client experience, visit the Pareto Systems website and check out the Total Client Engagement process: www.paretosystems.com/total-client-engagement

Support, sift and strengthen your client relationships to focus on commonalities of your client's interests, beyond just money and the technical, to truly stand out from the pack and be their voice of reason.

In this episode Duncan speaks to how high caliber advisors are utilizing the down-time to refine their processes to create capacity for future growth. For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html

In this episode of the Blue Square Series, Duncan suggests taking this opportunity to work on your own personal and professional development as minor adjustments can lead to major enhancements. For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html

In this episode, Duncan suggests, as one of the silver linings that have come out of 2020, that this is an excellent opportunity for fee-for-service professionals to grow down their business. This will free up your time for the clients who deserve you as opposed to the clients who need you and allow you to shift from broadcasting to the masses to narrowcasting to your most deserving clients where the alignment of interest, now and in the future, is just absolutely ideal. Complimentary Pareto e-Summit Invitation: 'Foresight From 2020 - How to Finish Strong and Build Momentum for 2021' - Sept 24th at 10am ET - REGISTER/MORE INFO: https://paretosystems.com/virtual-summit.html

In this episode Duncan discusses the benefit of being in a 'state of flow' and how right now there's an opportunity for you to rethink your business, and your focus, to get to a real state of fulfillment and potentially go up market to a higher-caliber client. Visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates that will help you not only survive, but thrive during these turbulent times: paretoacademy.com/knowledge-bank-volatility

Everything is possible, but virtually nothing is certain. In periods of difficulty we find ourselves lurking. When you have a plan C and you think through all the contingencies, and spend a lot less time worrying. Join Duncan as he discusses the power of plan C and the impact it can have on you and your team when developing your strategy or plans. Do you have a 'Plan C'? Visit our website to learn more about our customized consulting designed to help you re-focus your business and take it to new heights: www.paretosystems.com

When it comes to consistent client acquisition through advocacy, when it comes to fee-worthiness, client loyalty and total client engagement over the lifetime of a relationship, your technical ability and core competency really matters. But when it comes to professional contrast and ensuring that people really understand and appreciate your value, the words matter too. We work with our Blue Square Consulting Clients to improve their phraseology and ensure their clients fully appreciate and understand their value. Click here to learn more: www.paretosystems.com/blue-square

In this episode of The Blue Square Method video Duncan discusses consistency and integrity around fees and the importance of never negotiating your value. We work with our Blue Square Method clients to ensure they articulate their value and have a community of clients who are enlightened, respect their value, and are engaged in the process. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html

In this episode of The Blue Square Method, Duncan discusses the concept of right-sizing your book of business so you can focus your efforts on your client advocates who fully empower you.

In this episode of The Blue Square Method Duncan discusses Franchise Readiness and combining congruency, continuity and succession simultaneously into your practice to achieve absolutely incredible results. To learn more about becoming a Franchise Ready Advisor visit our website at: https://www.paretosystems.com/franchise-ready.html

In this episode of The Blue Square Method Duncan points out how we all have the same 24 hours of time in a day and the importance that emotional intelligence has on practice and relationship management. Need more sand in your hour glass? Talk to our friends at First Trust, or check out the Advisor Playbook: https://www.paretosystems.com/the-advisor-playbook.html

In this episode of The Blue Square Method, Duncan recommends strategically positioning yourself a consultant with a process rather than a salesperson pitching products to attract and retain clients rather than chase them.

In this episode Duncan discusses the number one reason people leave their service provider, loyalty fatigue, and what you can be doing right now to ensure that it isn't you they are leaving. Remain positive as, even with so many things out of your control, you need the mindset where you say to yourself, 'Hey, look, as rough as it might get, there's always a bull market somewhere.' Increase your client loyalty, attend Pareto Systems' Practice Management E-Summit on May 28th. Click here for more info and to register: https://paretosystems.com/virtual-summit.html

In this episode Duncan suggests that anxiety is born in the place between expectation and reality. Losing yourself in your work can help you find your purpose and your calling and that honoring your nature and nurturing your qualities will lead to the best of your possible ability. Take a deeper dive into your practice management processes, attend Pareto Systems' Practice Management E-Summit on May 28th. Click here for the full speaker lineup and to register: https://paretosystems.com/virtual-summit.html

Join Duncan MacPherson and Tom Deans, Best Selling Author of Every Families Business, in this in-depth podcast. Tom and Duncan discuss a proven approach to attracting first generation affluent business owners and how to get their families down from the summit successfully. Tom's book Every Family's Business has been selected by prominent New York Times business blogger Josh Patrick as one of 10 books that every business owner should read. The books on the list detail how to ensure success, manage crisis, and, in the case of Every Family's Business, determine the best exit strategy. Much of this podcast centers around the concepts and strategies pulled from this book This podcast on demand was recorded live on April 22nd, 2020. Click here for iTunes Click here for Google Play

This audio is taken directly from a recent consultation between Duncan MacPherson and Jeff Gates. Jeff is a successful Advisor based in Waterloo ON, Canada. He and Duncan discuss the positioning of what you can say - right now - to be the voice of reason for your clients. Listen on: Apple Podcasts or Google Play https://itunes.apple.com/ca/podcast/duncan-macpherson-from-the-field/id1359813986?mt=2 https://play.google.com/music/m/Invlkszkicyak7v4vgciyqtqzj4?t=Duncan_MacPherson_-_From_the_Field