In this insightful snippet from The Always On Podcast, Steve Phillips dives into the concept of the Client Advisory Council—a timeless strategy discussed extensively in the Advisor Playbook and the Blue Square Method. This approach involves gathering a group of your clients to enhance branding, address crucial topics like continuity, succession, family investment legacy, and strategic partnerships. Steve highlights the importance of intentionality and selecting the right participants to ensure the success of advisory boards. Discover how seeking input from key influencers can lead to constructive and positive discussions in this engaging conversation.

Click here to watch the clip on YouTube

Listen to the full interview on the ‘Always On with Duncan MacPherson Podcast’ by clicking here: paretosys.co/AODM_ep48

Social proof is a powerful force, and, as you probably know by now, there are some parameters in place around using client testimonials and success stories, focusing more on what your value does and less than what it is. In this episode of Blue Square, Duncan talks to long-time clients of Pareto Systems, Max and Lucas Winthrop, and sees things through the lens of our client.

Click here to watch on YouTube

For more on this, and other actionable best practices, download Chapter 1 from my book "The Blue Square Method" today at thebluesquaremethod.com

You might get the biggest referral of your life and then have an HR issue and then take a sabbatical to rejuvenate and then experience a massive disruption in the form of volatility and then deepen your bench strength. And then there might be a little lightning strike of some kind, and then you acquire a business. It’s all very meaningful. Keep your eye on the prize, plan for the future, not only to give you confidence and clarity, but also to liberate you to live…

Download Chapter 1 of my new book The Blue Square Method for free now at: thebluesquaremethod.com

When you receive an introduction from a client, do you call them to ask what they said about you?

It can be beneficial to know what your clients are saying about you, especially the language they use to describe your value!

Play this short clip from the most recent ‘Always On Podcast” where Duncan and his guest Steve Phillips discuss how.

Find links to stream the entire episode here: paretosys.co/AODM_ep48

Social proof is a powerful force, and, as you probably know by now, there are some parameters in place around using client testimonials and success stories, focusing more on what your value does and less than what it is. In this episode of Blue Square, Duncan speaks with a long-time client and friend of Pareto Systems, Ari Baum, and sees things through the lens of our client.

Click here to watch on YouTube

For more on this, and other actionable best practices, download Chapter 1 from my book "The Blue Square Method" today at thebluesquaremethod.com

I’ve been speaking a lot recently as it relates to communication, engaging your clients to tell your story.

Social proof is a powerful force, and, as you probably know by now, there are some parameters in place around using client testimonials and success stories, focusing more on what your value does and less than what it is...

Click here to read more on LinkedIn

Missed Duncan MacPherson, CEO of Pareto Systems, recent webinar? Watch the replay here:

paretosys.co/sp2024

Team Strategic Planning: Navigating the Future with Clarity and Resilience

Optimize your team’s 2024 strategy with innovative and actionable insights! This interactive webinar will guide your team to formulate coherent and compelling plans, aligning with your overarching objectives, and navigating the future with clarity and resilience.

What You’ll Gain:

• Strategic Clarity: Ensure coherent and compelling strategic planning.
• Actionable Insights: Implement innovative strategies seamlessly.
• Focused Alignment: Align team objectives with organizational goals.
• Dynamic Adaptability: Navigate unforeseen challenges with resilience.

Don’t miss out on empowering your team to excel in 2024! 

Join Duncan in Dallas as he dives deep into the power of perception, perspective, and proportion in client communication. Discover how client testimonials and stories can be a game-changer for your brand and value proposition, turning clients into passionate advocates. Get ready for insights that will reshape your approach to client engagement and branding!

Click here to watch on YouTube

For more on this, and other actionable best practices, download Chapter 1 from Duncan’s book "The Blue Square Method" today at thebluesquaremethod.com

Misaligned perceptions can hinder your ability to secure loyal advocates and referrals.

That’s why top advisors spend significant time managing relationships and ensuring that the clients *appreciate* their value!

Dive into the latest episode of the "Always On Podcast" as Steve Phillips and Duncan MacPherson explore techniques for effectively communicating your value and strengthening client relationships.

You don’t want to miss this insightful conversation.

Find links to stream the latest episode here: paretosys.co/AODM_ep48

In this outtake, from episode 48 of ‘Always On’, Steve Phillips and Duncan discuss enhancing client experiences through continuous feedback. They highlight the significance of understanding client needs and ensuring they recognize the full value provided. Tune in to uncover strategies for deepening client relationships.

Listen to the full interview on the ‘Always On with Duncan MacPherson Podcast’ by clicking here: paretosys.co/AODM_ep48

Click here to watch outtake on YouTube