Pareto Systems: 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.