Proven Strategies Blog

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2023-05-26 • 20 second read

Pareto Coaches Round Table - How to Attract Business Owners

Thursday, June 6th at 12:00 PM ET

Register Now:

Take a peek behind the curtain with the Pareto Systems’ coaching team in our first ever ‘Public’ Round-Table Discussion. Stemming from the overwhelming interest we received from the ‘How to Attract Business Owners’ webinar last month, Duncan and some of our coaching bench continue the conversion going deeper into: 

  • Finding your Business Owner Client Niche
  • Building Credibility with Business Owners
  • Creating a Value-Added Support Team

Featuring Pareto Certified Business Coaches:

  • Scott Hamilton
  • Terry Gronbeck-Jones 
  • Mike "Cy" Cajthaml, Sr.
  • Sherri Palle 
  • and Duncan MacPherson

Join Duncan for this informative Go-to-Webinar webcast. Register Now:

2023-05-26 • 1 min video

Acquisitions can be dangerous if advisors do not consider the needs of the clients being transferred!

If you are an advisor looking to acquire a business, we encourage you to play the short clip below.

In this short clip from the most recent episode of Always On, guest Tyson Ray highlights a key challenge of acquiring a business and how clients can be left out of the process.

Stream the entire episode here:

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2023-05-25 • 20 second read

The Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray

The biggest value-add advisors offer to their clients does not lie in the rates of return or complex financial reports. It lies in the advisor-client relationship!

In this episode, Duncan MacPherson speaks with Tyson Ray, CFP®, CExP®, CIMA®, founding partner at FORM Wealth Advisors, about the concept of Total Relationship and how it can help you grow your business organically — while maintaining a sense of purpose.

They discuss:

  • Why relationship-based growth might be better than growing through acquisitions
  • Areas where financial advisors add significantly greater value than AI coaching
  • Strategies to improve relationship management (For example, Up or Down™ by Tyson)
  • What it means to create true wealth for clients
  • And more

Stream the new episode of Always On by clicking here:

2023-05-22 • 1 min video

“…adjusting and pivoting to the realities of today. And even the best laid plans don’t always come forth like we expect them to…”

This is an excerpt from episode 39 of the ‘Always On with Duncan MacPherson’ podcast with guest Sherri Palle, Certified Business Consultant at Pareto Systems.

Stream the entire newest episode, and find links to previous episodes, by clicking here:

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2023-05-18 • 20 second read

What a crew!

In Denver with Ryan Edwards, Jake Rigert, Mark Friend and Michael Leyden all with First Trust discussing The Blue Square Method with a high caliber group of Financial Professionals...

Click here to view post on LinkedIn

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2023-05-17 • 20 second read

Duncan MacPherson in Nashville with David Tokar at First Trust presenting growth strategies from The Blue Square Method on behalf of Jared Marcus, CFA.

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2023-05-15 • 1 min video

"I remember showing up for the site visit, and they pulled out the paper calendar, a paper calendar! This was three years ago and they kept their client appointments on. And she said, I take this home on the weekend, so I know it’s coming up..."

This is an excerpt from episode 39 of the ‘Always On with Duncan MacPherson’ podcast with guest Sherri Palle, Certified Business Consultant at Pareto Systems.

Click here to watch on YouTube


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2023-05-12 • 20 second read

The reason we say that branding is a continual effort is because the law of optimization reminds us that we have to continually refine and optimize to rejuvenate, in order to keep up with natural decline. Think of exercise. Have you noticed that disciplines take far longer to compound than neglect requires to erode them? Don’t misinterpret this. We are glass-half-full optimists, but we’re always mindful of competitive forces, commoditization and the law of familiarity. You might have heard the joke about the parkour enthusiast jumping from building to building and feeling energized, and on one jump missing the landing and falling. According to the story, someone on the fifth floor heard him yell, “So far so good!” If we allow ourselves to take things for granted, we can engineer our own collision course with obsolescence.

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2023-05-11 • 20 second read

It’s important to Duncan that you know where he stands on certain current events. He became an Oilers fan in 1982, a year when the young team only lost 17 games in the regular season. Duncan invites you to jump on the bandwagon - he says "There is plenty of room and you’ll enjoy the show!"

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2023-05-10 • 2 minute read

Many of my friends are business owners, and many of our clients have gone deep into attracting and keeping great clients who are business owners. I’d like to share with you a little bit about the why and the how. Why business owners are the ideal clients, and how to attract - not chase - a steady stream of high-quality business owners…

Click to read more on LinkedIn

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