Tuesday, October 10th 2023 at 12:00 PM ET

The Art & Science of Effective Client Testimonial Videos

Don’t let the SEC’s new rule on client testimonials pass you by! It’s time to seize the opportunity to boost your marketing strategy with compelling video testimonials. Not only do these videos provide social proof, but they also illuminate the value you bring to your clients.

Hosted By: Duncan MacPherson, a thought leader in the financial industry. Co-Hosted By: Word Wrangler Laura Garfield, and Creativity Czar Sharon Gottula, co-founders of Idea Decanter a leading video production company in the advisory space.

Are you ready to convert more website visitors into potential clients?

Join us to:

• Uncover a fail-proof system for crafting impactful testimonial videos
• Navigate the compliance approval process with ease
• Elevate your testimonials to unparalleled heights

Can’t make it, but don’t want to miss out? Don’t worry, register now and ask your question, and we will give you access to the recording following the broadcast: paretosystems.com/webinars

After registering, you will receive a confirmation email containing information about joining the webinar. 

In succession planning, it can be beneficial to engage all family members and give them a voice.

A voice does not have to equal a vote.

But when you give someone an opportunity to voice their concerns, they are more likely to perceive the process as fair!

Listen to this short clip to learn why it’s important to engage the entire family in estate planning.

Find the entire episode by clicking here

The ultimate goal for a financial professional is to land in that sweet spot between Wall Street and Main Street. Wall Street being your technical ability as a financial professional. You understand your client’s evolving needs and you deliver an unrivaled world-class process. Main Street is managing the people, managing the relationships, and placing as much importance on both is what separates the best from the rest…

Click here to watch on YouTube 

For more on this, and other actionable best practices, download Chapter 1 from Duncan’s book "The Blue Square Method" today at thebluesquaremethod.com

On-Demand Video available now!

Duncan MacPherson, CEO of Pareto Systems, Alex Lerch and Seth  Diener, both from Oak & Stone Capital Advisors Advisors uncover the knowledge and tools needed to tap into the genuine voices of your clients and weave them seamlessly into your branding narrative.

Watch the replay free here: paretosys.co/webi_replay

To ensure wealth transfer does not hurt family relationships, it is important to engage all family members in the process!

In the latest episode of Always On, Jeff Savlov and I discuss how advisors can initiate difficult conversations with families and prepare them for succession.

Stream the full episode today

In the journey of personal and professional development, a mentor is a guiding beacon. They see and foster virtues in a budding protégé, qualities that will create a foundation for a thriving…

Click here to read more on LinkedIn

In this episode, Jeff Savlov and Duncan discuss the vital role of early childhood education in shaping future stewards of wealth. Savlov, creator of the Purposeful Legacy Family Project, emphasizes the necessity of laying a firm foundation from as early as two or three years old. The conversation also delves into how grandparents can guide their grandchildren in managing family wealth responsibly, fostering not just prosperity but resilience and hard work in the generations to come.

This is an excerpt from episode 46 of the ‘Always On with Duncan MacPherson’ podcast featuring Jeff Savlov creator of the Purposeful Legacy Family Project.

Stream the entire new episode by clicking here: paretosys.co/AODM_ep46

Balancing Riches and Relationships: Family-Centric Wealth Management with Jeff Savlov

It is very common for first-generation, self-made, affluent people to shield their children from hardships. But that safety net can become a hammock of complacency…and entitlement!

In this episode, Duncan MacPherson joins Jeff Savlov, Family Business and Wealth Consultant, and the founder of Blum & Savlov, LLP. They discuss how to address family dynamics in wealth management — ultimately avoiding strained relationships among all future inheritors of wealth.

They discuss:

• Why family dynamics play a crucial role in continuity and succession planning
• Major challenges in family business succession (and how to address them)
• Resources for financial advisors to help address family issues faced by affluent clients
• How to engage families — including children — in the financial planning process
• And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep46

We would love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!

Duncan often asks clients "What does Nirvana look like for you in the next five to 10 years?" And it provokes a conversation that he likes to run with, and take all the way to the end. Because every business is built to be sold, and every investment of effort you make working on your business contributes to that liquidity event.

Read more in Duncan’s latest book "The Blue Square Method": thebluesquaremethod.com

Now, you might say to yourself, well, I’m not going to sell my business. You still have to begin with the end in mind, and at a minimum, define your continuity and succession plan. Every effort that you make in running and growing the business is an investment that increases its value and attractiveness to future potential buyers...

Read more in Duncan’s latest book "The Blue Square Method"! Download Chapter 1 free here: thebluesquaremethod.com