Proven Strategies Blog

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2022-05-16 • 20 second read

Laura Garfield and Sharon Gottula discuss the importance speaking to your viewer’s needs when creating video.

Click here to watch on YouTube

2022-05-13 • 2 min

Advisors have been using the conventional tools of content marketing like blogs and whitepapers for years. But have you ever considered video marketing?

Videos can help you with client acquisition, establishing credibility, branding, and much more!

In this episode of Always On with Duncan MacPherson, guests Laura Garfield and Sharon Gottula explore the power of video marketing in financial services.

Stream the episode by clicking here 👇

#AlwaysOnWithDuncanMacPherson #Podcast #videomarketing #videoproduction #referrals #businessdevelopment #practicemanagement #wealthmanagers #financialadvisors #advisors

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2022-05-12 • 20 second read

The Why and How of Video Marketing for Advisors 2.0

Advisors have been using conventional tools for content marketing like blogs and whitepapers for years. But have you ever considered video marketing?

Videos can help you with client acquisition, establishing credibility, branding, and much more!

In this episode, Duncan MacPherson speaks with Laura Garfield and Sharon Gottula, co-founders of Idea Decanter. They explore the power of video marketing in financial services and how it can fast-track your business growth.

Laura and Sharon discuss:

  • Ways to enhance your client experience using videos
  • Tips for effectively conveying your core message to ideal prospects
  • How Idea Decanter makes video marketing easy (even if it’s your first video!)
  • How to add tremendous value to your business with video intellectual property
  • And More!

Click here to listen to this podcast

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2022-05-10 • 20 second read

Missed the live webinar? Watch the replay here: www.paretosystems.com/webinars

Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business. How do you become indispensable to them?

How do you help them understand the alignment between what they want to accomplish and your expertise? How do you attract business owners and future pace the relationship to last long after a liquidity event?

This presentation will included a live Q&A with Duncan MacPherson. 

During this presentation, learn how to:

  • Align yourself with business owners
  • Position yourself as a conduit for purposeful business succession
  • Capture assets outside of your process

 

 

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2022-05-10 • 20 second read

One of the best ways to put the odds in your favor and fast-track the process is to create content and virtual deliverables that enable a client to subtly plant the seed in a friend’s mind, so that friend can begin to evaluate you on his or her own terms…

Click to read more on LinkedIn

2022-05-09 • 4 min video

In this excerpt from episode 18 of the ‘Always On with Duncan MacPherson’ podcast my guest Julia Norman how procrastination with estate planning can lead to devastating outcomes.

Click to watch on YouTube

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2022-05-05 • 20 second read

Missed this webinar? Watch the replay here: www.paretosystems.com/webinars

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2022-05-04 • 20 second read

For most people it is planning for sickness, disability, and death. What about deciding on a power of attorney?

Julia Norman provides details in this episode of the ‘Always On with Duncan MacPherson’ podcast on the importance of including a power of attorney in your estate plan.

Stream the episode by clicking here

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2022-05-03 • 20 second read

Many people in business are transactional in that they sell something to a client but that may be the one and only time they do business together. Think of a car salesman, real estate agent, or the guy who sold you an air conditioner or installed your pool. There is a very good chance you will never do business with them again. Sure you might refer someone their way or you may need servicing down the road, but more than likely it will be "one-and-done"....

Click to read more on LinkedIn

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2022-05-02 • 20 second read

In this excerpt from episode 18 of the ‘Always On with Duncan MacPherson’ podcast my guest Julia Norman and I discuss her process for helping her clients stay focused on their aspirations around legacy and family dynamics.

Click here to watch on YouTube

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