Los mejores podcasts de Pareto Systems (2024)

1
The Best Thing to Happen to Me 7:41

3y ago7:41

7:41

I have to say with all sincerity, the best thing to ever happen to me is that nothing, and I mean nothing came easily. I don't know about you, but this time of year, I spent a fair amount of time contemplating what I'm grateful for. My terrific wife and fantastic kids instantly come to mind, of course, but when it comes to my own personal and profe…

1
Being Brilliant at Branding 9:01

3y ago9:01

9:01

Marketing is what you say, branding is what they hear. Join Duncan in this episode of the Blue Square Series as he discusses how your value is more often bought than sold and how branding ultimately impacts someone's ability to come to their own conclusions about the alignment between what you provide and what it is they want.We work our Blue Squar…

1
Ready for the Renaissance - Blue Square Series 7:03

3y ago7:03

7:03

Are you ready for a Renaissance? In this session Duncan MacPherson discusses the major opportunity we have right now for up-market growth for those professionals not misled with complacency or struggling under capacity limits.

1
The Next Frontier for Growth - Blue Square Series 5:12

3+ y ago5:12

5:12

Elevate the client experience by transitioning to a process driven environment and shift from organic to scalable growth. In this episode, Duncan provides valuable insight into overcoming the 'red-zone' of scalable growth to building a truly franchise ready business.

1
A Great Jumping Off Point - Blue Square Series 7:27

3+ y ago7:27

7:27

In this episode, Duncan discusses the importance and usefulness that video can have in your business. Video acts as an initial connection point to get to know you better and helps to address and answer the sort of unspoken questions that viewers may have.Looking to incorporate high quality video into your practice? Check out our friends at Idea Dec…

1
Remove the Mystery around your Ideal Client 2:41

3+ y ago2:41

2:41

How do you help your clients communicate your value to others so that you actually receive qualified referrals? Hint: It's not by communicating your minimum asset level.

1
Let This Serve You Not Hurt You - Blue Square Method 13:30

3+ y ago13:30

13:30

Focus on 'what could be' rather than dwell on 'what could have been.'In this episode, Duncan discusses how, during times of turbulence and volatility, the art and science of being a Financial Advisor is revealed as this isn't just about wealth management, it's more about relationship management.

1
Top Advisor Marketing Podcast ft. Duncan MacPherson 26:47

3+ y ago26:47

26:47

Attention advisors! It's time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely!Duncan joins Matt Halloran on the Top Advisor Marketing Podcast. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and pro…

1
Situational Awareness - Blue Square Series 6:26

3+ y ago6:26

6:26

The best in any field of endeavor are masters at identifying and responding to unexpected situations. Being nimble means you can pivot on a dime and take action. Take, for example, the kids of your best clients. Those in the 12th grade have had their graduation plans upended. No gowns, no prom, no ceremony. How about those in college or university?…

1
"I've Got a Book, Not a Business" - Blue Square Series 6:40

3+ y ago6:40

6:40

A very enlightened lady said to me, "I've got a book, not a business. That's why I'm working so hard with you." Because she wants to build something. She wants us to help her get out of this transactional world. She's completely fee-for-service now, and focusing more on the enterprise value of her business.…

1
Make Your Team the Voice You Listen To - Blue Square Series 6:27

3+ y ago6:27

6:27

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.

1
The Review Meeting is Obsolete - Blue Square Series 6:45

3+ y ago6:45

6:45

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.

1
Use Video to Become a Prospecting Star 6:54

3+ y ago6:54

6:54

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-v…

1
A Tale of Two Clients - Blue Square Series 7:35

3+ y ago7:35

7:35

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…

1
Walk the Floor, Work the Counter - Blue Square Series 6:40

4y ago6:40

6:40

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.

1
Who You're Exposed to Determines Your Progress 4:26

4y ago4:26

4:26

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.

1
Let Setbacks Serve You, Not Hurt You 6:04

4y ago6:04

6:04

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! Vis…

1
Silver Lining - Blue Square Method 6:58

4y ago6:58

6:58

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 Kn…

1
Creating Your Brand Identity 26:16

4y ago26:16

26:16

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 under…

1
An Attitude of Gratitude - Blue Square Series 5:23

4y ago5:23

5:23

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.…

1
Your Evolving Message - Blues Square Series 8:59

4y ago8:59

8:59

The path to self-actualization, and the best version of ourselves, requires adversity for what it makes of us.In this episode of the Blue Square Video Series, Duncan suggests you have to start evolving your messaging because, as each day of this volatility goes by, you can't just say exactly the same thing.Visit the Pareto Systems Knowledge Base fo…

1
Q4: Finish Strong - Blue Square Series 7:43

4y ago7:43

7:43

In this episode, Duncan MacPherson provides actionable strategies to help you finish 2020 strong and position yourself for a great 2021! By focusing your efforts on the 20% clients who helped generate 80% of your business, and ratcheting up your service matrix, you will differentiate yourself from the crowd and convert clients into referral generat…

1
The Purest Form of Client Acquisition - Blue Square Method 6:09

4y ago6:09

6:09

In this episode of The Blue Square Method, Duncan discusses how the purest form of client acquisition is not going out and trying to convince new people, but working with the people who are already convinced and showing them how to convince people on your behalf.

1
The Four Cornerstones of the Client Experience 3:43

4y ago3:43

3:43

Scale your growth and achieve a multiplier to monetize fully. In this episode of the Blue Square Method, An Attitude of Gratitude, Duncan discusses the four cornerstones of the client experience: the onside process, the onboarding process, the ongoing process, and the onwards process to help you shift from fit, and the alignment of interest, to cre…

1
You Can't Count Everything That Counts - Blues Square Series 9:56

4y ago9:56

9:56

Support, sift and strengthen your client relationships to focus on commonalities of your client's interests, beyond just money and the technical, to truly stand out from the pack and be their voice of reason.

1
Silver Linings 2.0 â€“ Blue Square Series 4:15

4y ago4:15

4:15

In this episode Duncan speaks to how high caliber advisors are utilizing the down-time to refine their processes to create capacity for future growth.For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html…

1
Minor Adjustments, Major Enhancements - Blues Square Series 6:17

4y ago6:17

6:17

In this episode of the Blue Square Series, Duncan suggests taking this opportunity to work on your own personal and professional development as minor adjustments can lead to major enhancements.For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: https://paretoacade…

1
Growing Down: The Dread Factor - Blue Square Series 7:55

4y ago7:55

7:55

In this episode, Duncan suggests, as one of the silver linings that have come out of 2020, that this is an excellent opportunity for fee-for-service professionals to grow down their business. This will free up your time for the clients who deserve you as opposed to the clients who need you and allow you to shift from broadcasting to the masses to n…

1
Go With the Flow and Know Where it's Going - Blue Square Series 7:20

4+ y ago7:20

7:20

In this episode Duncan discusses the benefit of being in a 'state of flow' and how right now there's an opportunity for you to rethink your business, and your focus, to get to a real state of fulfillment and potentially go up market to a higher-caliber client.Visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templ…

1
The Power of Plan C - Blue Square Series 5:34

4+ y ago5:34

5:34

Everything is possible, but virtually nothing is certain. In periods of difficulty we find ourselves lurking. When you have a plan C and you think through all the contingencies, and spend a lot less time worrying. Join Duncan as he discusses the power of plan C and the impact it can have on you and your team when developing your strategy or plans.D…

1
The Words Matter - Blue Square Series 5:13

4+ y ago5:13

5:13

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, …

1
Fee Integrity 4:36

4+ y ago4:36

4:36

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 y…

1
It's not Me, it's You 4:58

4+ y ago4:58

4:58

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.

1
Tempering Expectations 5:34

4+ y ago5:34

5:34

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…

1
The Gift of More Time 4:59

4+ y ago4:59

4:59

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-…

1
Stop Transacting - Start Engaging 4:08

4+ y ago4:08

4:08

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.

1
There's Always a Bull Market, Somewhere 5:45

4+ y ago5:45

5:45

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…

1
Anatomy of a Breakthrough 4:10

4+ y ago4:10

4:10

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 P…

1
The Art and Science of Attracting Business Owners 1:40:46

4+ y ago1:40:46

1:40:46

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 Ti…

1
Positioning in the Current Market - Lightning in a Bottle 11:11

4+ y ago11:11

11:11

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/d…

1
Ensuring Your Clients' Family Investment Legacy - Blues Square Series 6:33

4+ y ago6:33

6:33

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 rec…

1
Attract Business Owners - Blues Square Method Series 6:01

4+ y ago6:01

6:01

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…

1
Make Volatility Your Friend - Blue Square Method 6:44

4+ y ago6:44

6:44

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 ov…

1
The Beginning is Near In the Absence of Fear 8:57

4+ y ago8:57

8:57

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 …

1
This is Why You Became a Financial Advisor 49:44

4+ y ago49:44

49:44

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://pare…

1
Think like a First Responder 6:04

4+ y ago6:04

6:04

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!…

1
A Branding Idea 4:54

4+ y ago4:54

4:54

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 M…

1
Strategic Partners Contribute to the Blue Square 4:56

4+ y ago4:56

4:56

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.

1
Awesome Wholesaler Experience Podcast featuring Duncan MacPherson 45:58

5y ago45:58

45:58

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.

1
The Franchise Ready Advisor Podcast 49:35

5y ago49:35

49:35

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…

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