Proven Strategies Blog

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2023-01-26 • 20 second read

Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.

In this fast-paced webinar, Duncan talks to the co-founders of Idea Decanter, Laura Garfield and Sharon Gottula, about the videos that are having the most impact on advisory practices. If you’re looking to grow faster, these stories are the best place to start.

You will also learn:

  • Why you should include Video in your strategic plan
  • The most important things to consider when creating video
  • Key tips on producing video

Bonus: Learn how to transfer the Pareto Systems messaging to evergreen content that works (even when you’re not working).

This webinar will include a live Q&A with Duncan, Laura, and Sharon. You can ask your questions live or enter one when you register by clicking here: www.paretosystems.com/webinars

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.

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2023-01-25 • 20 second read

Attracting and sifting requires more effort than expense. Before you start any of this, get a very high up, nose-bleed view to assess your overall plan and temperament. It’s one thing to have the idea, but do you have the stomach to execute it? It can be frustrating and disappointing, initially. In your strategic planning, jump to the end in terms of what it would look like if you stopped because you were unhappy with the results, or if it took off and caused unintended bursting at the seams. It’s inevitable that it will work, but how long will it take and how much time will it consume?

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2023-01-24 • 2 minute read

As you can gather by now, the recurring theme throughout this book is “have a process.” It can seem tedious at times, but the multitude of benefits on the other side of development and deployment are worth the effort.

Click here to read more on LinkedIn

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2023-01-23 • 2 minute video

"We should be looking at all those checkpoints, the bottlenecks, and how to actually leverage all of your marketing materials to just as effectively deter people that aren’t the right fit as it is to attract the right people." This is an excerpt from episode 34 of the ‘Always On with Duncan MacPherson’ podcast with guest Katie Braden.

Click here to watch on YouTube

2023-01-20 • 1 min video

Video marketing is revolutionizing the way advisors connect with clients and prospects.

However, getting in front of the camera can feel terrifying for some people. For others, it might just seem like “a lot of work.”

But not anymore!

Stream the latest episode of Always On as Katie Braden, of Advisor Video Marketing, explains how advisors can make short yet impactful videos with clarity, conviction, confidence, and consistency, by clicking here: paretosys.co/AODM_ep34

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2023-01-19 • 20 second read

Building Relationships through Video with Katie Braden

Video marketing is revolutionizing the way advisors connect with clients and prospects. However, getting in front of the camera can feel terrifying for some people. For others, it might just seem like “a lot of work.” But not anymore.

In this episode, Duncan MacPherson speaks with Katie Braden, CFP®, founder and chief video officer at Advisor Video Marketing. Katie explains how advisors can make short yet impactful videos with clarity, conviction, confidence, and consistency.

They discuss:

  • The key to creating authentic videos that build intimate relationships
  • How video marketing helps advisors sift the prospects from the suspects
  • Three most common video mistakes that damage the viewer experience 
  • Ideas for evergreen and one-on-one videos to help you get started
  • Navigating compliance for video marketing
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep34

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2023-01-18 • 20 second read

Be certain to take any jargon and sales lingo out of your lexicon. Nothing about accounts, households, minimums, production or asset gathering. Never say, “Thanks for the business” to a new client or “Thanks for the referral” to an advocate. Always point to the relationship and the process that ensures you are directionally focused (where it’s going), rather than decision focused (you made a sale).

Download Chapter 1 of The Blue Square Method for free now at: thebluesquaremethod.com

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2023-01-17 • 20 second read

How to Sell Your Business for Top Dollar

Do you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business? Have you considered how long you would stay in the business through a transition?

Join Duncan MacPherson, co-author of the Advisor Playbook, and Ted Jenkins, serial entrepreneur and CEO of oXYGen Financial as they discuss:

  • Deploying a process to work on your business and drive enterprise value
  • The world of private equity and how practices are really being valued today
  • How a 1MM cash flow business producer can sell for 15x cash flow or more
  • The option for selling your practice including you selling only part of your business, staying in the practice forever, and how to take care of your family
  • And much, much, more

Access the recording here: www.paretosystems.com/webinars

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2023-01-17 • 2 minute read

A quick word about seeking out options for outsourcing some of the commoditized aspects of your Technical Ability and Core Competency (TACC) over to bona fide models and platforms that are proven to add efficiency to your overall deliverables. As an example, a financial professional in his 50s was hitting his stride and finding renewed enthusiasm for his business by...

Click here to read more on LinkedIn

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2023-01-16 • 2 minute video

"That surprises me... to this day that people would receive a referral and not solicit why the referral came." This is an excerpt from episode 33 of the ‘Always On with Duncan MacPherson’ podcast with guest Chris Jeppesen.

Click here to watch on YouTube

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