Proven Strategies Blog

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2022-07-01 • 20 second read

Happy Canada Day to all Canadians. Let us allocate some time to stand by our beautiful flag and cherish all the wonderful diversity it represents!

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2022-06-16 • 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 Jeppesen and Duncan MacPherson 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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2022-06-30 • 20 second read

Undoubtedly you can relate to this vital commonality we see amongst top F4S professionals. They don’t rest on their core competency. They build...

Click to read more on LinkedIn

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2022-06-29 • 20 second read
They take action and they introduce people to you. Clients can bring people they know to the red-zone, advocates bring them into the end-zone. They are the people who call you up and say, “Hey, you’ve got to do me a favor. My friend is going through some issues right now and I outlined your process and told him I’d make an introduction. I know you’re busy, but do me a favor and talk to him.” Does it get much better than that? Advocates are the ultimate asset. They increase in value over time and they pay dividends in the form of new client acquisition through introductions. They are the ultimate profit center and recurring revenue stream. Let's increase the frequency of that happening. This is an excerpt of the upcoming book The Blue Square Method by Duncan MacPherson and Chris Jeppesen. Download Chapter 1 for free now at:
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2022-06-28 • 20 second read

Practically speaking, a big part of your True North is a fixation on conversion and convergence – they are the ultimate goals of a fee-for-service professional. Let’s first look at conversion.

We’ve been talking about this for many years but it’s never been more important to growth than right now - your understanding that your primary addressable audience is right under your nose. Conversion reminds us that you have three types of clients. There are customers who occasionally transact with you, clients who empower you fully while also endorsing you to others, and the advocates who are the dream clients. They are a joy to work with and they consistently introduce new people to you.

Click here to read more on LinkedIn

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2022-06-27 • 20 second read

Investments can compound, disciplines compound, energy can compound and neglect can compound. Be mindful of the incrementalism, the force multiplier, that comes from your habits and rituals and where you invest your time and energy.

Click here to watch on YouTube

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2022-06-24 • 20 second read

If you look beyond revenue, AUM, and EBITDA, you’ll find that non-financial aspects like *your brand* can also enhance your enterprise value.

Learn more about preparing for a business sale (both as buyers and sellers) by clicking here:

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2022-06-23 • 20 second read

Preparing to Buy (or Sell) a Business with Ted Motheral

Your business is your biggest asset — your life’s work! If you want to maximize its enterprise value, you need to take action well before the time of selling it. If you’re a buyer looking to take over a business, there are certain efforts you can take to improve your company’s growth.

In this episode, Duncan MacPherson joins Ted Motheral, chair of Walter | Haverfield’s Business Services group, to help buyers and sellers prepare for an efficient business transfer.

They also explore ways to take impeccable care of your clients and employees during the process.

Tune in now (or download it for later) by clicking here

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2022-06-22 • 20 second read

Competitor-proofing and countering loyalty fatigue has to be ongoing throughout the lifetime of a client relationship. Making your process and value clear to a client through your relationship management process insures you won’t disappear in a sea of sameness - or find yourself suddenly replaced because a drifting client decided to “try something new.”

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2022-06-21 • 20 second read

There are many benefits to evolving your business from just having clients “trust you” to having an IP-driven enterprise. Growth is consistent, the client experience is consistent, your team is stable, and hassle factor is reduced, among other things.

Click here to read more on LinkedIn

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Proven Strategies Blog