Proven Strategies Blog

2023-10-02 • 5 min video

Delve into the transformative power of testimonials in enhancing client engagement and brand perception in the financial sector. Duncan discusses how leveraging genuine client experiences and success stories can go beyond transactional interactions, focusing on deeper engagements and clients’ life goals and achievements.

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 

2023-09-28 • 1 min video

When people are given a chance to have a voice, even if it doesn’t go their way, they’re much more likely to be satisfied that they were a part of a process that felt fair and they felt heard. Allowing your kids or grandkids to have some say in how they feel and what they think about what’s going to happen to them because you are doing things that are going to happen to other people, giving them a voice doesn’t mean they get a vote…

This is a short clip from episode 46 of the ‘Always On with Duncan MacPherson’ podcast featuring Jeff Savlov creator of the Purposeful Legacy Family Project.

Stream the entire new episode by clicking here:

2023-09-27 • 1 min video

If you want your children to learn about gratitude and not feel entitled, you can start teaching them at a very young age.

In this short clip, Jeff Savlov shares two examples of how some families start shaping their kids at the age of 2.

Check it out!

Find the entire new episode of the “Always On Podcast” by clicking here:

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2023-09-26 • 20 second read

If you’re an advisor trying to connect with the next generation of your clients, the latest “Always On Podcast” is for you!

In this episode, Jeff Savlov and  Duncan MacPherson talk about strategies to engage families without getting technical and mentioning numbers.

Tune in now to learn more about the intersection of wealth management and family dynamics!

Listen now, or save this episode for later, by clicking here:

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2023-09-26 • 20 second read

The Art & Science of Effective Client Testimonial Videos

Don’t let the SEC’s new rule on client testimonials pass you by! It’s time to seize the opportunity to boost your marketing strategy with compelling video testimonials. Not only do these videos provide social proof, but they also illuminate the value you bring to your clients.

Hosted By: Duncan MacPherson, a thought leader in the financial industry. Co-Hosted By: Word Wrangler Laura Garfield, and Creativity Czar Sharon Gottula, co-founders of Idea Decanter a leading video production company in the advisory space.

Are you ready to convert more website visitors into potential clients?

Join us to:

  • Uncover a fail-proof system for crafting impactful testimonial videos
  • Navigate the compliance approval process with ease
  • Elevate your testimonials to unparalleled heights

Watch the replay here:


2023-09-25 • 4 minute video

In the spirit of beginning with the end in mind, know that every investment of effort you’re making is contributing to your enterprise value and your legacy. It is important to balance both the quantitative and qualitative drivers of your strategic plan to building reputational equity. And then when the time comes for you to exit and move on, that’s where the legacy really takes over…

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

2023-09-22 • 2 minute video

In succession planning, it can be beneficial to engage all family members and give them a voice.

A voice does not have to equal a vote.

But when you give someone an opportunity to voice their concerns, they are more likely to perceive the process as fair!

Listen to this short clip to learn why it’s important to engage the entire family in estate planning.

Find the entire episode by clicking here

2023-09-21 • 2 minute video

The ultimate goal for a financial professional is to land in that sweet spot between Wall Street and Main Street. Wall Street being your technical ability as a financial professional. You understand your client’s evolving needs and you deliver an unrivaled world-class process. Main Street is managing the people, managing the relationships, and placing as much importance on both is what separates the best from the rest…

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

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2023-09-20 • 20 second read

On-Demand Video available now!

Duncan MacPherson, CEO of Pareto Systems, Alex Lerch and Seth  Diener, both from Oak & Stone Capital Advisors Advisors uncover the knowledge and tools needed to tap into the genuine voices of your clients and weave them seamlessly into your branding narrative.

Watch the replay free here:

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2023-09-20 • 20 second read

To ensure wealth transfer does not hurt family relationships, it is important to engage all family members in the process!

In the latest episode of Always On, Jeff Savlov and I discuss how advisors can initiate difficult conversations with families and prepare them for succession.

Stream the full episode today

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Proven Strategies Blog