85 episodes

An ongoing series with Duncan MacPherson. At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations, meetings and events.

Duncan MacPherson - From the Field Duncan MacPherson

    • Business
    • 4.9, 8 Ratings

An ongoing series with Duncan MacPherson. At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations, meetings and events.

    Situational Awareness – Blue Square Series

    Situational Awareness – Blue Square Series

    The best in any field of endeavor are masters at identifying and responding to unexpected situations. Being nimble means you can pivot on a dime and take action. Take, for example, the kids of your best clients. Those in the 12th grade have had their graduation plans upended. No gowns, no prom, no ceremony. How about those in college or university? Final exams written at home with anticlimactic fanfare. Why not send those kids a beautiful card to pay tribute to their accomplishment? And life goes on. Birthdays, anniversaries and other milestones and life events have been celebrated virtually recently. Why not respond tangibly with a beautiful Lavish Card. You can also consider sending a copy of The Richest Man in Babylon - a great book for young adults embarking on a road to financial independence. Either way, while others watch things happen, be the one who makes things happen. Strengthening a relationship with a family can be achieved by bringing value to the next generation. And you also get to dig your well before you're thirsty.

    Use this downtime to catch up on your reading, visit: Duncan's Recommended Reading: paretosystems.com/recommended-reading

    • 6 min
    A Tale of Two Clients - Blue Square Series

    A Tale of Two Clients - Blue Square Series

    Gratitude is the foundation for your goals and aspirations and vision for the future.

    In this episode Duncan discusses how, as advisors work through the current chaos, there's a golden opportunity to grow down and go upmarket.

    Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you re-focus your business and come out stronger: https://paretoacademy.com/knowledge-bank-volatility.html

    • 7 min
    The Power of Plan C - Blue Square Series

    The Power of Plan C - Blue Square Series

    Everything is possible, but virtually nothing is certain. In periods of difficulty we find ourselves lurking. When you have a plan C and you think through all the contingencies, and spend a lot less time worrying. Join Duncan as he discusses the power of plan C and the impact it can have on you and your team when developing your strategy or plans.

    Do you have a 'Plan C'? Visit our website to learn more about our customized consulting designed to help you re-focus your business and take it to new heights: www.paretosystems.com

    • 5 min
    Make Your Team the Voice You Listen To - Blue Square Series

    Make Your Team the Voice You Listen To - Blue Square Series

    Don't just make your clients the voice you listened to, make your team the voice as well. Understanding how you're perceived and how your value is articulated by everybody on your team can help you raise the client experience and increase your rate of referrals.

    • 6 min
    The Next Frontier for Growth - Blue Square Series

    The Next Frontier for Growth - Blue Square Series

    Elevate the client experience by transitioning to a process driven environment and shift from organic to scalable growth. In this episode, Duncan provides valuable insight into overcoming the 'red-zone' of scalable growth to building a truly franchise ready business.

    • 5 min
    The Words Matter - Blue Square Series

    The Words Matter - Blue Square Series

    When it comes to consistent client acquisition through advocacy, when it comes to fee-worthiness, client loyalty and total client engagement over the lifetime of a relationship, your technical ability and core competency really matters. But when it comes to professional contrast and ensuring that people really understand and appreciate your value, the words matter too.

    We work with our Blue Square Consulting Clients to improve their phraseology and ensure their clients fully appreciate and understand their value. Click here to learn more: www.paretosystems.com/blue-square

    • 5 min

Customer Reviews

4.9 out of 5
8 Ratings

8 Ratings

K-town-hoop-guy ,

Great insights

Great tips and strategies to improve the way you do business. Highly recommend!

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