Pareto Systems: From-the-Field

Don't just make your clients the voice you listened to, make your team the voice as well. Understanding how you're perceived and how your value is articulated by everybody on your team can help you raise the client experience and increase your rate of referrals.

Join Duncan as he discusses the impact of repositioning your 'Review Meetings' into 'Strategy and Tactical Meetings' where you invest the past into the future and make it an extension of your overarching process.

Stay in touch virtually while you're out of reach physically.

In this episode Duncan discusses how to incorporate video into your process to attract and maintain Ideal Clients.

Visit the Pareto Systems Knowledge Bank for the link to Idea Decanter and other resources that will help you re-focus your business: https://paretoacademy.com/knowledge-bank-volatility.html

Gratitude is the foundation for your goals and aspirations and vision for the future.

In this episode Duncan discusses how, as advisors work through the current chaos, there's a golden opportunity to grow down and go upmarket.

Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you re-focus your business and come out stronger: https://paretoacademy.com/knowledge-bank-volatility.html

Join Duncan as he delves into why you need to know how your clients communicate your value beyond just waving your flag, and how they can they motivate somebody to feel compelled to take action. Because as easy as it is for a prospective client to meet you, it's always easier not to.

In this episode Duncan discusses how progress comes as much from WHO you're exposed to as it does from WHAT you're exposed to. Right-sizing your book of business will allow you to focus on the clients that DESERVE you rather than the clients that NEED you.

Adversity or friction can serve you, not hurt you..

In this episode of the Blue Square Video Series, Duncan discusses how 'moments of truth' can become an opportunity to start anew and lead to, effectively, a re-onboarding of the client. Do Duncan's strategies resonate with you?

Then the Blue Square Method consulting program may be a fit for you! Visit the Pareto Systems website at https://www.paretosystems.com/blue-square.html to learn more.

#businessdevelopment #practicemanagement #branding

Create capacity for future growth.

In this episode Duncan speaks to viewing the current downtime as a mixed blessing and an opportunity to refine and optimize your processes by taking your Strategy and Tactical Meetings online.

For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: paretoacademy.com/knowledge-bank-volatility

A turnkey, actionable process to ignite emotion and create professional contrast. Join Duncan MacPherson, Author of The Advisor Playbook, and Steve Phillips, Brand Consultant, and CEO of Advisor Protocol, as they speak to the three most important things to consider when developing a branding strategy and how to address them:

1. Do your clients understand and appreciate everything you do?

2. Do you know how are you described?

3. Do you and your team know how to articulate your value?

To learn more about creating your brand identity and Advisor Protocol please visit: https://www.advisorprotocol.com/

Professionalize and standardize your approach to shift from an organic to a scalable model.

In this episode of the Blue Square Method, An Attitude of Gratitude, Duncan discusses the importance of being grateful for the many things that you've accomplished, while still aspiring to achieve your ambitions.