With over 13,000 specialist terms, the financial sector can be overwhelming. It’s not about impressing clients with jargon, it’s about simplifying their lives. Let’s make finance relatable. 

Join Duncan MacPherson, Author of The Advisor Playbook, and Cathi Durrell, of LavishCards.com, as they discuss high touch ideas for August with a focus on Birthday and Anniversary cards!

The Key to Meaningful Client Relationships

As professionals, we revel in our industry knowledge and technical ability, often taking pride in our mastery over a plethora of financial terms. But have you ever paused to think about your client’s perception? Every industry has its jargon, and the financial sector is no exception with over 13,000 financial terms at its disposal. While these terminologies may demonstrate our competence, they often leave clients feeling overwhelmed and excluded.

Take a moment to consider this analogy. Imagine you’ve recently purchased an e-bike, a device you enjoy and appreciate for its convenience and adaptability...

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"You’re not marketing to yourself. I know you know what you’re talking about, but does the client understand? Remember, data dumping with jargon does not differentiate you; it adds to the commoditization of the business."

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

Crafting Your Strategic Path to Financial Freedom

Missed the live broadcast? Watch the replay on demand: paretosys.co/retire5

Join industry leaders Duncan MacPherson, CEO of Pareto Systems, and Acquisition Expert Ted Jenkin, CEO of Oxygen Financial, in this exclusive webinar as they unveiled the proven strategies and actionable steps to help you retire in just 5 years. If you’re eager to fast-track your journey to financial independence, this webinar is a must-watch.

During this engaging session, Duncan and Ted guided you through a roadmap tailored to accelerate your retirement timeline. They shared invaluable insights and practical tips on how to optimize your resources and make the most of your financial opportunities.

Key Highlights:

• Defining Your Retirement Vision
• Leveraging Income Streams
• Building a Support Network
• Embracing Lifestyle Adjustments
• Overcoming Roadblocks

Watch the replay on demand: paretosys.co/retire5

“If you’ve seen the Blue Square Method by now, you know that the Q in the word square is highlighted because we want to focus on helping our community achieve both qualitative and quantitative success..."

Watch on YouTube: https://youtu.be/Zym2BeMk48E

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

"If you don’t get two things in place… before you sell your business…”

This is an excerpt from episode 42 of the ‘Always On with Duncan MacPherson’ podcast with Ted Jenkin. 

Stream the entire episode, and find links to previous episodes, by clicking here: paretosys.co/AODM_ep42

“If you’ve read the Blue Square Method, you know that we’re big fans of Venn diagrams. I mean, they’re just very intuitive to the point, a visual motivator, it’s like a good quote, just helps you, really identify with the concept…”

Watch on YouTube: https://youtu.be/9MmthNNv-eM

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

Not ready to retire yet?

You can still sell your business, capitalize on your big liquidity event, and continue working.

Such a “sell-and-stay” model not only helps you with succession planning, but also brings a sense of rejuvenation and relief!

This short clip from the latest episode of the Always On podcast tells how!

Tune in to the entire episode by clicking here: paretosys.co/AODM_ep42

You’re taking all aspects of your enterprise value seriously. You’ve got a fundamentally sound business. The metrics are impressive. Client loyalty, longevity and engagement are measurable. The EBITDA is strong. Your feeworthiness is undeniable. You have tidy books, documented procedures, a sticky staff and IP with meaningful intrinsic value. Maybe you should just sit on that, enjoy the ride, and wait for a buyer down the road who meets your criteria, while paying you 6x rather than most of your competitors who get 2x?

Click to read more on LinkedIn: paretosys.co/dmac62