Duncan Macpherson - From The Field

Your number one addressable audience is your top clients and implementing a Client Advisory Council will help competitor proof, capture money in motion and create advocacy. Learn more about creating a Client Advisory Council with our Blue Square Method: www.paretosystems.com/blue-square

Have you ever been curious as to what goes on during a consultation, training session or in meetings at Pareto Systems? The Fly on the Wall series give you the opportunity to do just that, listen in to real meetings and consultations with Duncan MacPherson and our team. We hope you enjoy this call and being a FLY ON THE WALL. Learn more about Pareto Systems Consulting Programs: https://www.paretosystems.com/one-to-one-consulting.html

Convert your 'customers' into fully empowering 'clients' who see the value of your process, panoramically, fully and completely, and generate a steady stream of quality referrals.

If it is to be, it is up to me. In this episode, Duncan suggests the best way to take care of a team, and a community of clients, is to take full responsibility for the outcome of our decisions. Put Pareto in your pocket, download the Pareto Systems App: www.paretosystems.com

Develop and continuously refine processes in your practice to ensure your clients appreciate your value and never take you for granted. To request the 'Seven Pillars, One Process' video, call our Consulting Coordinator Rick Hopkins at 1.866.593.8020 x1071 or email rhopkins@paretosystems.com

A month of exercise can be unwound by one week of neglect and the same holds true with business. In this episode Duncan discusses the importance of staying on course with your business. To watch great videos by Duncan subscribe to the Pareto Systems YouTube channel: https://www.youtube.com/user/ParetoSystemsInc/featured

The law of environment says we are products of our environment. In this episode, Duncan discusses forming a legendary team to strive for success, not just for what it gets you but for what it makes of you.

How you start a relationship has a profound impact in terms of how it will unfold. In this episode, Duncan speaks on this importance of recruiting and building a team to fully monetize with scalable growth. Want help building or managing your team? Our Blue Square Method will show you how: https://www.paretosystems.com/blue-square.html

Would your business run like a Swiss watch if you were to take a month off tomorrow? In this episode Duncan discusses the need and importance of professionalizing and standardizing everything into a proprietary playbook that'll ensure your business runs smooth, even without you or a key team member. Want help building or managing your team? Our Blue Square Method will show you how: www.paretosystems.com/blue-square

Take the abstract and transactional nature of your value and make it proprietary by re-framing it as a process. Incorporate processes into your practice with Pareto System's Blue Square Method: www.paretosystems.com/blue-square

Using the immortal words of Walter Gretzky, as passed on to the world through his son Wayne: 'Skate to where the puck is going, not where it has been.' Duncan applies this wisdom to the financial industry. Ensure your business is moving in the right direction with the Blue Square Method: www.paretosystems.com/blue-square

A discussion on leveraging the mentor/protege team dynamic to elevate the client experience.

Get ready to take your business to the next level! Duncan MacPherson joins Ted Jenkin and Lee Heisman in The Shrimp Tank Podcast where they discuss the Pareto Systems Process that helps fee-for-service professionals attract and keep great clients, deploy an impeccable client experience, while restoring liberation and order to their lives.

When goal setting, we tend to focus on what we aspire to, and look forward. In this episode, Duncan explains how looking back and mentoring others is an important foundation for moving forward. We help our clients set and achieve their goals. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html

Adapt and plan to thrive while others struggle to survive...

In this 'From the Field' podcast Duncan speaks with Dan Klein - author of "My 3:59 - The man I am called to be" about critical life events and how to overcome and conquer adversity.

Crack the code with strategic partners. While the source of your most valuable perspective clients are friends and family members of your existing clients, their service providers are a close second. In this episode Duncan discuss strategies to build a strong strategic partner referral network. Want to engage your strategic partners? The Pareto Systems 'Two-Way Street' process will help you build a strong network of strategic partners: https://paretosystems.com/two-way-street.html

In this episode Duncan discuss the concept of the Ideal Client Event, that's agenda driven and more experiential than a simple presentation, to re-introduce and shift the focus from products, pricing and performance to a trusting relationship with the people, the practice and the process.

Matt Halloran and Duncan MacPherson dive into the changing philosophy of advisor mindsets, along with the evolving process involved being a quality financial advisor. Duncan offers an extensive understanding of these changing practices, along with reliable content you can execute in your current practice to ensure you're working towards your future self. If you want to be satisfied with your business, and have satisfied clients, you need to be practicing TOTAL CLIENT ENGAGEMENT. Duncan's revolutionary system for considering client satisfaction may be the key to turning around your business. Listen today!

In this episode of the Blue Square Method, Attracting, not Chasing, Duncan discusses the contrast principle and how to successfully implement to attract new clients rather than chase them.