Proven Strategies Blog

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2022-05-19 • 20 second read

Does your technology help you to create a consistent client experience? Can you deploy duplicable systems? Are you leveraging technology to become more efficient?

On Thursday, June 2nd at 12 noon ET join Duncan MacPherson, founder of Pareto Systems and author of ’The Blue Square Method’, as he discusses implementing best practices through technology. In this webinar, learn how you can:

  • Automate your processes to be consistent with every new client
  • Implement an ongoing service model to build trusting relationships
  • Build intellectual properties on your clients that your competitors don’t have

Join Duncan for this informative Go-to-Webinar webcast.

Click here to Register Now

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2022-05-20 • 20 second read

Clients don’t just buy something, they buy into something. Moving customers who are just “buying something” into a client role can reveal a vein of gold, and that shift can come about when you go back and treat your existing customers as prospective clients. Reintroduce yourself, your process and your value to gain that empowerment.

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2022-05-18 • 20 second read

You want your business legacy to reflect your commitment to helping people face the future with anticipation and to be an action-oriented implementer. Strategic planning isn’t just about crystallizing your thoughts on paper. It’s also about the application of appropriate strategies that will propel you forward.

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2022-05-17 • 20 second read

Now that you’ve taken the stewardship over salesmanship model on board and are a serious developer of your personal brand, you may be wondering to what degree social networking and the on-line ecosystem can affect your strategy and overall business development efforts...

Click to read more on LinkedIn

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2022-05-16 • 20 second read

Laura Garfield and Sharon Gottula discuss the importance speaking to your viewer’s needs when creating video.

Click here to watch on YouTube

2022-05-13 • 2 min

Advisors have been using the conventional tools of content marketing like blogs and whitepapers for years. But have you ever considered video marketing?

Videos can help you with client acquisition, establishing credibility, branding, and much more!

In this episode of Always On with Duncan MacPherson, guests Laura Garfield and Sharon Gottula explore the power of video marketing in financial services.

Stream the episode by clicking here 👇

#AlwaysOnWithDuncanMacPherson #Podcast #videomarketing #videoproduction #referrals #businessdevelopment #practicemanagement #wealthmanagers #financialadvisors #advisors

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2022-05-12 • 20 second read

Six years after ’The Advisor Playbook’, financial professionals are that many years further down their path with new needs and evolved ambitions. After hundreds of interactions with some of the best teams in the business, Chris and I have captured the mindset and best practices of those who are continuing to evolve and grow.

The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to unlock the next level of both quantitative and qualitative results. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.

Visit to see the limited time pre-order offers.

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2022-05-12 • 20 second read

The Why and How of Video Marketing for Advisors 2.0

Advisors have been using conventional tools for content marketing like blogs and whitepapers for years. But have you ever considered video marketing?

Videos can help you with client acquisition, establishing credibility, branding, and much more!

In this episode, Duncan MacPherson speaks with Laura Garfield and Sharon Gottula, co-founders of Idea Decanter. They explore the power of video marketing in financial services and how it can fast-track your business growth.

Laura and Sharon discuss:

  • Ways to enhance your client experience using videos
  • Tips for effectively conveying your core message to ideal prospects
  • How Idea Decanter makes video marketing easy (even if it’s your first video!)
  • How to add tremendous value to your business with video intellectual property
  • And More!

Click here to listen to this podcast

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2022-05-10 • 20 second read

Missed the live webinar? Watch the replay here:

Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business. How do you become indispensable to them?

How do you help them understand the alignment between what they want to accomplish and your expertise? How do you attract business owners and future pace the relationship to last long after a liquidity event?

This presentation will included a live Q&A with Duncan MacPherson. 

During this presentation, learn how to:

  • Align yourself with business owners
  • Position yourself as a conduit for purposeful business succession
  • Capture assets outside of your process



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2022-05-10 • 20 second read

One of the best ways to put the odds in your favor and fast-track the process is to create content and virtual deliverables that enable a client to subtly plant the seed in a friend’s mind, so that friend can begin to evaluate you on his or her own terms…

Click to read more on LinkedIn

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Proven Strategies Blog