Proven Strategies Blog

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2022-05-31 • 20 second read

I just want to point out - and again, it happened this morning - but I noticed a trend that more financial professionals are, among other things, trying to achieve red-line and plateau avoidance. Everyone’s working hard, but they’re trying to unlock another level of professional contrast, productivity, and grow further up market….

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2022-05-27 • 20 sec

One of the best ways to enhance your value proposition is by collaborating with fellow professionals.

Learn how you can make estate planning for clients highly process-driven and collaborative in this new episode of Always On with Duncan MacPherson by clicking the link below:

Always On with Duncan MacPherson  

#AlwaysOnWithDuncanMacPherson #Podcast #clientservice #estateplanning #referrals #businessdevelopment #practicemanagement #wealthmanagers #financialadvisors #advisors

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2022-05-26 • 20 second read

How To Fulfill Your Clients’ Deepest Estate Planning Needs with Julia Norman and Tom Deans

Do you know what’s keeping your clients up at night? For a lot of them, it’s the absence of an estate plan. In other words, what happens to their hard-earned wealth when they pass away?

In this episode, Duncan MacPherson speaks with Julia Norman, associate lawyer at Pushor Mitchell LLP, and Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family’s Business” and “Willing Wisdom.” They explain how advisors can re-imagine estate planning for their clients to ensure a stress-free wealth transfer that minimizes future family conflicts.

Stream this episode by clicking here

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2022-05-25 • 20 second read

A value proposition is not a jargon-filled burble where you spout a collection of words and hope they resonate with someone. It’s not an elevator speech or a mission. It is a methodical approach that differentiates you and invites someone to engage in a conversation. You aren’t trying to impress someone, you are trying to impress upon them what your points of difference are so that it engages them.

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2022-05-24 • 20 second read

Clients should be loyal to a process not just to a person and performance.

Stephen Covey, the legendary author of the book The 7 Habits of Highly Effective People, advised that we should always begin with the end in mind. It is for that reason we suggest that you apply a mindset of building a business with the intention of selling it for maximum value at some point in the future.

Click to read the full article on LinkedIn

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2022-05-23 • 4 minute video

In this brief excerpt from episode 19 of the ‘Always On with Duncan MacPherson’ podcast my guests Laura Garfield and Sharon Gottula discuss the importance incorporating your client experience into your video marketing strategy.

Click here to watch on LinkedIn

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2022-05-20 • 20 second read

Clients don’t just buy something, they buy into something. Moving customers who are just “buying something” into a client role can reveal a vein of gold, and that shift can come about when you go back and treat your existing customers as prospective clients. Reintroduce yourself, your process and your value to gain that empowerment.

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2022-05-19 • 20 second read

Does your technology help you to create a consistent client experience? Can you deploy duplicable systems? Are you leveraging technology to become more efficient?

On Thursday, June 2nd at 12 noon ET join Duncan MacPherson, founder of Pareto Systems and author of ’The Blue Square Method’, as he discusses implementing best practices through technology. In this webinar, learn how you can:

  • Automate your processes to be consistent with every new client
  • Implement an ongoing service model to build trusting relationships
  • Build intellectual properties on your clients that your competitors don’t have

Join Duncan for this informative Go-to-Webinar webcast.

Click here to Register Now

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2022-05-18 • 20 second read

You want your business legacy to reflect your commitment to helping people face the future with anticipation and to be an action-oriented implementer. Strategic planning isn’t just about crystallizing your thoughts on paper. It’s also about the application of appropriate strategies that will propel you forward.

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2022-05-17 • 20 second read

Now that you’ve taken the stewardship over salesmanship model on board and are a serious developer of your personal brand, you may be wondering to what degree social networking and the on-line ecosystem can affect your strategy and overall business development efforts...

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Proven Strategies Blog