Proven Strategies Blog

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2022-06-20 • 20 second read

Now is a perfect time to conduct a self-assessment to identify gaps in your approach. Duncan MacPherson and the team at Pareto Systems have developed and refined a webinar presentation to help you do just that.

There are 3 questions every financial professional must consider when it comes to unlocking the next level of productivity and efficiency:

• Are you now where you said you would be 5 years ago?
• How clear and confident are you heading into the next 5 years?
• Where are you relative to your peers in terms of refinement and optimization?

Drawn from the Practice Management Index (PMI), powered by Pareto, and from hundreds of engagements with the fastest growing teams in the business, this fast-paced webinar will walk you through a sequential exercise that will provide you with the vital steps you’ll need to achieve maximum professional contrast, total client engagement and another gear of efficiency.

In this presentation we will:

• Focus on 18 core areas of your business
• Identify untapped opportunities and overlooked vulnerabilities
• Enable you to take action on concise steps to refine and optimize

Watch the replay of this informative Go-to-Webinar webcast by clicking here:

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2022-06-15 • 20 second read

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.

Click here to download Chapter 1

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2022-06-14 • 20 second read

Life is full of lessons that come in the form of examples and warnings; examples of things done properly, and warnings where errors in judgment were made.

The most effective people in virtually all fields of endeavor study and assimilate both the lessons of adversity through mistakes (external forces) and adversity engendered by misconduct (internal forces). Learning from that information creates predictable outcomes for themselves in the future...

Click here to read more on LinkedIn

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2022-06-13 • 20 second read

In this excerpt from episode 21 of the ‘Always On with Duncan MacPherson’ podcast my guest Denise Logan and I discuss why a financial professional has to take their own exit plan seriously.

Click here to watch on YouTube

2022-06-10 • 20 sec

Until today, you might have thought of multiple reasons to NOT create your exit plan now.

Well, here’s one solid reason why you should start planning your business exit as early as possible!

Stream the full episode of Always On with Duncan MacPherson where business transition expert Denise Logan shares her best advice to overcome the biggest barriers to selling a business by clicking the link below:

Click Here

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2022-06-09 • 20 second read

Looking to Your Liquidity Event with Denise Logan

Every business owner will leave their business one day, voluntarily or involuntarily. It’s only a matter of WHEN, not IF.

So, it’s important to start planning for this inflection point well ahead of time — both technically and emotionally.

In this episode, I speak with Denise Logan, business transition expert, professional speaker, and best-selling author of The Seller’s Journey.

Denise explains how you can help clients overcome the emotional barriers to selling a business while simultaneously preparing for your own exit.

Stream this episode by clicking here

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2022-06-08 • 20 second read

There is an old maxim that states that, "Marketing is what you say; branding is what they hear." At a basic level, marketing helps you sell something, while branding helps you build something. Marketing typically involves stand-alone campaigns and strategies that have a beginning and an end. Branding is ongoing and every investment into your professional branding strategy builds upon itself, and can become a proprietary asset over time.

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2022-06-07 • 20 second read

If you think about a twenty-minute conversation with a great client, you talk about their Family, Occupation, Recreation and Money. The first three relate to why financial independence is important to your clients. The last item speaks to how you get them there…

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2022-06-06 • 20 second read

In this excerpt from episode 20 of the ‘Always On with Duncan MacPherson’ podcast my guests Julia Norman, Tom Deans and I discuss taking a collaborative approach to the Family Meeting.

Click here to watch on YouTube

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2022-06-01 • 20 second read

You want to speak to a specific hook that grabs someone’s attention. Again, it’s not what you say but rather what they hear that matters. Your hook has to speak more to what your clients want rather than what it is you do.

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Proven Strategies Blog