Duncan MacPherson
101 - 1593 Sutherland Ave V1Y 5Y7 Kelowna, BC, Canada

In addition to strengthening your client relationships and running a more efficient and productive business, the process of developing a Fee-Worthy mindset and approach can provide you with another meaningful benefit. You also become more efficient with your time. With money we think of Return on Investment; with time we should be thinking about ROE - Return on Energy. Learn to focus your efforts while increasing your capacity with Pareto Systems’ Blue Square Method: https:...//www.paretosystems.com/blue-square.html #branding #businessdevelopment #practicemanagement https://www.linkedin.com//duncanmacpherson_branding-busine

Pareto Systems Business Consultant Elaine Christakos will be discussing The Language of Women at the Women Are Here! Virtual Summit on Wednesday, March 24th at 2pm ET! More info and complimentary registration link here: https://www.paretosystems.com/virtual-summit.html?t=1 #empoweringwomen #virtualsummit #businessdevelopment #practicemanagement https://www.linkedin.com//urn:li:activity:6774711018837962

Just so there is no mistake: Everything you do is client-centered, whether meeting with a client’s friend, recruiting a protégé or conveying the full array of your services. Everything is client-centered, including right-sizing. If you have too many clients, or clients you cannot stand working with, no one wins, and that has to be the core principle that governs right-sizing. Learn how to stay client-centered through our Total Client Engagement Process: www.paretosystems.com/...total-client-engagement #advisors #businessdevelopment #practicemanagement https://www.linkedin.com//duncanmacpherson_advisors-busine

Be sure to attend Marci Fried’s presentation Build the Practice of Your Dreams at the Women Are Here! Virtual Summit on Wednesday, March 24th at 2pm ET! More info and complimentary registration link here: https://www.paretosystems.com/virtual-summit.html?t=1 #empoweringwomen #virtualsummit #businessdevelopment #practicemanagement https://www.linkedin.com//urn:li:activity:6773610705296990

What’s Your Enterprise’s IP Blue Square Video Series Your core competency and professional skills are top-notch, though there are always some areas for improvement. In fact, you may have gotten out of the wealth management business and in the classic sense because you've outsourced so much of that. You've evolved from a mindset of ‘households and holdings’ to platforms, processes and models that can be replicated. That’s all good, but what now is your unique IP? What sets y...ou apart? This video is an excerpt from a recent webinar: The Franchise Ready Advisor. To watch the full webinar visit: https://www.paretoacademy.com/recorded-webinars.html #branding #businessdevelopment #practicemanagement https://www.linkedin.com//duncanmacpherson_branding-busine

Who views it as an accomplishment when you bring on a new client? Is it you for closing them, or them for qualifying because there's a good fit? Which is the track to advocacy? The Blue Square Method will help you establish and maintain a New Client On-boarding process to fast-track new clients to advocacy and generate quality referrals: https://www.paretosystems.com/blue-square.html #businessdevelopment #practicemanagement #branding... https://www.linkedin.com//duncanmacpherson_businessdevelop

One of the strangest aspects of writing The Blue Square Method is discarding some of the notes I've accumulated over the years. Observations of the mindset of top fee for service professionals as well as the proven strategies and best practices we've developed along the way get captured, archived and eventually converted from one-offs into a flowing draft. And then they're gone. It's true that sometimes new beginnings involve letting go... #writingabook #practicemanagement #businessdevelopment #branding https://www.linkedin.com//duncanmacpherson_writingabook-pr

In this episode of the Blue Square Video series Think like a First Responder Duncan addresses the current situation and explains how to capitalize on the opportunities that lie within it. Check out the Pareto Systems Knowledge Base to access videos, scripts and templates to help you be your clients’ voice of reason: https://paretoacademy.com/knowledge-bank-volatility.html #branding #businessdevelopment #practicemanagement... https://www.linkedin.com//duncanmacpherson_branding-busine

Q4: Finish Strong Blue Square Video Series Join Duncan MacPherson as he provides actionable strategies to help you finish 2020 strong and position yourself for a great 2021! By focusing your efforts on the 20% clients who helped generate 80% of your business, and ratcheting up your service matrix, you will differentiate yourself from the crowd and convert clients into referral generating advocates. WEBINAR INVITATION: Strategic Planning for 2021 Dec 3rd at 2:10pm ET Join ...Duncan for this actionable webinar, as he discusses the steps to take with your team to make a strategic plan an integral part of your business and an invaluable reference point that won’t be filed away and forgotten. Click here for complimentary registration: https://register.gotowebinar.com/regist/6586344441614416911 Can't make it? Don't worry, register anyway and we will give you access to the recording. #practicemanagement #businessdevelopment #webinar #strategicplanning https://www.linkedin.com//duncanmacpherson_q4-finish-stron

This week’s featured article Strategic Planning - Analyze Your Gaps discusses the importance of strategic planning and how it helps you, and your clients, tune out the noise and focus on what’s important. A personalized strategic plan serves as a guide to put the pieces of the puzzle together. Click to read more: https://www.linkedin.com//strategic-planning-analyze-your- WEBINAR INVITATION: Strategic Planning for 2021 Dec 3rd at 2:10pm ET - https://register.gotowebinar....com/regist/6586344441614416911 - Have you created a strategic plan for the coming year? Do you need to make refinements to an existing one? Have you had a strategic planning meeting with your team? Join Duncan for this actionable webinar, as he discusses the steps to take with your team to make a strategic plan an integral part of your business and an invaluable reference point that won’t be filed away and forgotten. Click here for complimentary registration: https://register.gotowebinar.com/regist/6586344441614416911 #practicemanagement #businessdevelopment #webinar #strategicplanning

Ask readers to ask for something as part of your content call-to-action. Write a white paper and you create content that becomes a hook to a first interaction. This helps you sift out prospects from the mass of suspects. We work our clients to establish a fit process to improve their refer-ability. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html #branding #businessdevelopment #practicemanagement

WEBINAR INVITATION: Strategic Planning for 2021 Dec 3rd at 2:10pm ET - https://register.gotowebinar.com/regist/6586344441614416911 - Have you created a strategic plan for the coming year? Do you need to make refinements to an existing one? Have you had a strategic planning meeting with your team? Join Duncan for this actionable webinar, as he discusses the steps to take with your team to make a strategic plan an integral part of your business and an invaluable reference po...int that won’t be filed away and forgotten. Click here for complimentary registration: https://register.gotowebinar.com/regist/6586344441614416911 Can't make it? Don't worry, register anyway and we will give you access to the recording. #practicemanagement #businessdevelopment #webinar #strategicplanning https://www.linkedin.com//pareto-systems_webinar-invitatio

The work-optional lifestyle As I take a break from The Blue Square Method, I went for a walk past a Steak House here on the ski hill that won't reopen for a couple of weeks, and I'm reminded of the best two minute video on sales created by Elmer Wheeler (https://lnkd.in/gAGyDXB) in the 1940's. One of his 5 principles was "Don't sell the steak, sell the sizzle. " In other words, it's not what your value is, it's what your value does. It's not what you do but what the client wa...nts and how you get them there that matters. Your clients want, among other things, to achieve a work-optional lifestyle. To be liberated by financial independence to pursue all their aspirations. To go to work because they want to, not because they have to. As I write this, I'm sitting here in our place in the mountains, I did a webinar in my makeshift "studio", a couple of calls and plugged away at a book. Pretty lucky. My team is humming along back at the office, my wife is holding down the fort and my kids are studying away. I bet it's only the dogs that noticed I'm gone. We're in an amazing era to be portable, flexible and have goals that seem so lofty and yet are attainable. So always remember the impact you can have on the lives of your clients. https://www.linkedin.com//duncanmacpherson_the-work-option

You can't want it more than they do. The idea of attracting anyone is all about an alignment of interests: It's all about a fit. You're not trying to convince someone to do something they’re acknowledging fit. This is one of the most important concepts we address with the advisors we work with, and that we follow ourselves at Pareto. Any professional that is interested in engaging with us, we take them through a fit process which includes gaining an understanding for our pr...ocess, and our approach. These daily posts are a great starting point to see if there is an alignment between what we do, and what you are looking to achieve. We hope that some of these posts are having an impact on you and your business. Work with my team to learn how to help your clients realize their goals: https://www.paretosystems.com/total-client-engagement.html #branding #businessdevelopment #practicemanagement