Proven Strategies Blog

2022-04-29 • 20 sec

Estate planning is one of those tasks that we need to get done but we often procrastinate to get it done.

In this episode of the ‘Always On with Duncan MacPherson’ podcast Julia Norman, Lawyer at Pushor Mitchell LLP who specializes in estate planning, explains the importance of not procrastinating when it comes to planning your estate.

Here is the link to my podcast with Julia Norman: https://bit.ly/AODM_ep18

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2022-04-28 • 20 second read

Dynastic Drivers in Estate Planning with Julia Norman

Estate planning is the one of those tasks that needs to get done but we often procrastinate to get it done.

In this episode of the ‘Always On with Duncan MacPherson’ podcast Duncan is joined by Julia Norman, Lawyer at Pushor Mitchell LLP, who specializes in civil litigation, estate planning, estate administration, estate litigation & family law. She shares insights and tips on how to navigate your estate planning so you don’t have to plan when something bad happens.

Click here to listen to this podcast

 

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2022-04-27 • 20 second read

Why is it important to you to hear someone reveal the goals that give their life purpose? It takes the accomplishment of the goal beyond anything trivial and drives home purpose. Professionalize this so it’s not just good intentions. Understand what somebody aspires to with respect to their family, their occupation and the recreational interests, because money is a means to those ends, but the value you bring around their money ensures that those goals are attained.

Work with my team to learn how to help your clients realize their goals: www.paretosystems.com/total-client-engagement

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2022-04-26 • 20 second read

The challenge nowadays, and particularly if you deconstruct the educational system and how we’re teaching young people, is that there is so much pressure put on them to be perfect at such an early age that there’s a paralysis of failure embodied within those younger generations.

I see it all the time. I am constantly contacted by parents with kids who they think have elite-level potential…

Click to read more on LinkedIn

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2022-04-21 • 20 second read

Incrementalism transcends personal development and affects how you strengthen client relationships. It would be nice if you could take a relationship to a higher level quickly, but that’s not how things work. Solid client relationships are based on trust, and trust is earned over time, based on your credentials and chemistry but also because of your consistency and congruency. Your consistent communication compounds over time.

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2022-04-20 • 25 second read

Many professional advisors I work with are successful, enjoy an impressive lifestyle and should be content, but many of them are still ambitious and are frustrated because they have hit a plateau. While every advisor’s scenario is unique, often the plateau stems from inertia confidence. Simply put, the advisor is busy repeating habits and patterns, and has been for an extended period of time. They are getting results, but they can raise the bar and achieve more.

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2022-04-19 • 20 second read

I’ve seen business leaders, CEOs, high net-worth financial advisors who just, at some point in their career, decide they’re going to turn the dial down. They’re going to throttle back the effort - and I don’t necessarily want to expose it as “complacency” because I don’t think that’s what it is...

Click to read more on LinkedIn

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2022-04-18 • 20 second read

In this excerpt from the Always On with Duncan MacPherson podcast episode 17, David Rutherford discusses the challenges that seasoned leaders are having around inspiring the younger generation.

Click to watch on YouTube

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2022-04-14 • 20 second read

Find Another Gear with David Rutherford

Join David Rutherford, a highly sought-after performance coach who combines immutable principles drawn from his intense experience in the Navy SEAL community along with actionable strategies from the world of business development and entrepreneurship. His client list is a who’s who in corporate America as well as champion amateur and professional sports teams. 

Along with Duncan MacPherson, David will share his unrivaled insights and proven strategies that will revitalize your team, reframe your client relationships and reignite your ambition to serve and grow as a financial professional.

They discuss how to:  

  • Kickstart Your Team to buy into an optimistic and elevated approach to the future
  • Rejuvenate Your Clients to ensure they appreciate your value fully and completely
  • Define Your Continuity Plan to go deeper into client families and secure your legacy
  • Drive Your Enterprise Value to maximize your biggest asset and life’s work

Click here to listen to this podcast

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2022-04-13 • 20 second read

When you de-personalize your business by going beyond raw talent and instead focus on your ongoing and progressive process, you can evolve from a production mindset to an asset mindset. Your business can be worth far more than it is today.

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