Pareto Systems: From-the-Field

In this episode of The Blue Square Method, Duncan discusses the importance of establishing processes and sticking to plans.

We help our clients refine, optimize, professionalize and standardize everything so they can monetize with predictability. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html

In this podcast Duncan demystifies business development and marketing in the financial world; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Knowledge-for-Profit Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

Learn more about Pareto Systems: https://www.paretosystems.com/

Listen to more of Gerard Bissett's Podcasts: https://soundcloud.com/gerard-bissett

Building Continuity and Succession in Your Branding Strategy with Duncan MacPherson and Mitzi Perdue

Listen to Duncan MacPherson, author of 'The Advisor Playbook' and Mitzi Perdue, author of 'How to Make Your Family Business Last' on this Podcast as they discuss strategies to help Financial Advisors make themselves indispensable to their clients and their families.

Elevate the client experience! Use an introductory kit along with your website to deliver a deeper overview of the people on the team, the practice and the process with your perspective clients.

Want to develop a complete Introductory Process? Our Blue Square Method will show you how: www.paretosystems.com/blue-square

In this episode of From the Field, Duncan MacPherson and Chris Jeppesen announce their upcoming book (the follow-up to The Advisor Playbook) entitled 'The Blue Square Method', live from Wall Street. The Blue Square Method focuses on fee-for-service professionals and practice management with a focus on improved work/life balance and self-actualization as you reach for the best version of yourself.

We apologize for the sound quality. We will be careful not to record on Wall Street again! Are you looking to become the best version of yourself?

Talk to us today about the Blue Square Method process: https://www.paretosystems.com/blue-square.html

In this episode of From the Field, Duncan discusses using symbols to re-inforce your value proposition.

Our friends at Lavish Cards produce the highest quality cards that can symbolize your value and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com

Taking your process from vapor to paper is Duncan's topic in this episode of From the Field shot on beautiful Okanagan Lake. Sending high quality greeting cards, especially for Thanksgiving Day, can help professionalize the client experience while reinforcing your personal branding.

Our friends at Lavish Cards produce the highest quality cards that will allow you to own the mantle and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com

Streamline your processes to elevate the client experience for the 20 percent of your clients who generate 80 percent of your business to take your business to the next level!

Do the concepts we post resonate with you? Join me at one of our upcoming 'Mastermind' sessions in Palm Springs or Kelowna this fall where I can help you to start implementing these concepts into your practice. Dates and details here: www.paretosystems.com/mastermind-total-client-engagement

Are you looking to become the best version of yourself personally, professionally or both? This is what the Blue Square Method is all about. If you are interested in learning more about our process and working directly with me, click here: www.paretosystems.com/blue-square

The people who like us the most need us the least! The most successful financial advisors, and basically all knowledge-for-profit professionals, like professional athletes have coaches there at the pinnacle of accomplishment in their fields.

To learn more about our coaching options, schedule a complimentary Pareto Intro Call: https://www.paretosystems.com/schedule-a-call.html