Pareto Systems: From-the-Field

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.

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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