Pareto Systems: From-the-Field

Pareto Systems: From-the-Field

By Pareto SytemsBusiness
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Pareto Systems: From-the-Field episodes

  • Households and Holdings
    Join Chris Jeppesen, Chief of Advisory Practices at First Trust, and Duncan MacPherson, CEO of Pareto Systems, as they discuss how some of the best advisors are not trying to be all things to all people, but all things to some people. It's not how big they can get but how small they can stay.
    5 min
  • True North and the Blue Square
    Join Chris Jeppesen, Chief Of Advisory Practices at First Trust, and Duncan MacPherson, CEO of Pareto Systems, as the discuss their upcoming book 'The Blue Square Method' and introduce the premise known as 'Always On', the next step in unlocking another level of both personal and professional development.
    5 min
  • Who You're Exposed to Determines Your Progress
    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.
    5 min
  • Surround Yourself With Great People
    Avoid those that are negative, cynical and perpetually fault-finding to avoid becoming part of that environment.
    Here at Pareto we surround ourselves with a great team of people that are continuously pushing each other to be better. If you are interested in becoming a Pareto Certified Coach and joining this great team visit: https://www.paretosystems.com/coaches-network.html
    4 min
  • The Art and Science of Scalable Growth
    Scalable growth and client acquisition is based on alignment and your fit process - not overcoming objections.
    In this episode of the Blue Square Method, The Art and Science of scalable growth, Duncan explains how your fit process and focus on stewardship moves clients through onboarding and to advocacy.
    Work with my team to establish and/or refine a fit process and achieve scalable growth: www.paretosystems.com/total-client-engagement
    4 min
  • How to Reveal a Prospects Unmet Needs
    In this episode of The Blue Square Method, Duncan discusses the difference between a 'sales process' and a 'fit process' and how using a 'fit process' can help a prospective client reveal the unmet needs that they're trying to have addressed.
    We work our clients to establish a fit process to improve their refer-ability. See if you are a fit for Blue Square: www.paretosystems.com/blue-square
    6 min

About Pareto Systems: From-the-Field

From the publisher's feed

An ongoing series with Pareto Systems and Duncan MacPherson. At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations,…