Pareto Systems: From-the-Field

Using the immortal words of Walter Gretzky, as passed on to the world through his son Wayne: 'Skate to where the puck is going, not where it has been.'

Duncan applies this wisdom to the financial industry. Ensure your business is moving in the right direction with the Blue Square Method: www.paretosystems.com/blue-square

A discussion on leveraging the mentor/protege team dynamic to elevate the client experience.

Get ready to take your business to the next level!

Duncan MacPherson joins Ted Jenkin and Lee Heisman in The Shrimp Tank Podcast where they discuss the Pareto Systems Process that helps fee-for-service professionals attract and keep great clients, deploy an impeccable client experience, while restoring liberation and order to their lives.

When goal setting, we tend to focus on what we aspire to, and look forward. In this episode, Duncan explains how looking back and mentoring others is an important foundation for moving forward.

We help our clients set and achieve their goals. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html

Adapt and plan to thrive while others struggle to survive...

In this 'From the Field' podcast Duncan speaks with Dan Klein - author of "My 3:59 - The man I am called to be" about critical life events and how to overcome and conquer adversity.

Crack the code with strategic partners.

While the source of your most valuable perspective clients are friends and family members of your existing clients, their service providers are a close second. In this episode Duncan discuss strategies to build a strong strategic partner referral network.

Want to engage your strategic partners? The Pareto Systems 'Two-Way Street' process will help you build a strong network of strategic partners: https://paretosystems.com/two-way-street.html

In this episode Duncan discuss the concept of the Ideal Client Event, that's agenda driven and more experiential than a simple presentation, to re-introduce and shift the focus from products, pricing and performance to a trusting relationship with the people, the practice and the process.

Matt Halloran and Duncan MacPherson dive into the changing philosophy of advisor mindsets, along with the evolving process involved being a quality financial advisor. Duncan offers an extensive understanding of these changing practices, along with reliable content you can execute in your current practice to ensure you're working towards your future self. If you want to be satisfied with your business, and have satisfied clients, you need to be practicing TOTAL CLIENT ENGAGEMENT. Duncan's revolutionary system for considering client satisfaction may be the key to turning around your business. Listen today!

In this episode of the Blue Square Method, Attracting, not Chasing, Duncan discusses the contrast principle and how to successfully implement to attract new clients rather than chase them.