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Silver Lining - Blue Square Method

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Indhold leveret af Pareto Systems and Pareto Sytems. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Pareto Systems and Pareto Sytems eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Create capacity for future growth. In this episode Duncan speaks to viewing the current downtime as a mixed blessing and an opportunity to refine and optimize your processes by taking your Strategy and Tactical Meetings online. For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: paretoacademy.com/knowledge-bank-volatility
  continue reading

97 episoder

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Manage episode 305487021 series 2167995
Indhold leveret af Pareto Systems and Pareto Sytems. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Pareto Systems and Pareto Sytems eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Create capacity for future growth. In this episode Duncan speaks to viewing the current downtime as a mixed blessing and an opportunity to refine and optimize your processes by taking your Strategy and Tactical Meetings online. For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: paretoacademy.com/knowledge-bank-volatility
  continue reading

97 episoder

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Pareto Systems: From-the-Field
Pareto Systems: From-the-Field podcast artwork
 
I have to say with all sincerity, the best thing to ever happen to me is that nothing, and I mean nothing came easily. I don't know about you, but this time of year, I spent a fair amount of time contemplating what I'm grateful for. My terrific wife and fantastic kids instantly come to mind, of course, but when it comes to my own personal and professional development, the best thing to ever happen to me was that success was hard.…
 
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Pareto Systems: From-the-Field
Pareto Systems: From-the-Field podcast artwork
 
Marketing is what you say, branding is what they hear. Join Duncan in this episode of the Blue Square Series as he discusses how your value is more often bought than sold and how branding ultimately impacts someone's ability to come to their own conclusions about the alignment between what you provide and what it is they want. We work our Blue Square clients to help them turn the current market volatility into refer-ability. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html…
 
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Pareto Systems: From-the-Field
Pareto Systems: From-the-Field podcast artwork
 
In this episode, Duncan discusses the importance and usefulness that video can have in your business. Video acts as an initial connection point to get to know you better and helps to address and answer the sort of unspoken questions that viewers may have. Looking to incorporate high quality video into your practice? Check out our friends at Idea Decanter who can help you prepare, shoot and edit video to professionally convey your messaging: www.ideadecanter.com…
 
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Pareto Systems: From-the-Field
Pareto Systems: From-the-Field podcast artwork
 
Attention advisors! It's time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Duncan joins Matt Halloran on the Top Advisor Marketing Podcast. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today's advisors. You will learn: How to use strategic, agenda-driven meetings to elevate the client experience  What outcome advisors are seeing from rebranded client meetings The difference between stewardship and salesmanship Why elite financial professionals choose to outsource 4 3 essential keys to making a video that clients will love and remember 5 How to develop a process-driven approach to attract more clients And more! Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!…
 
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Pareto Systems: From-the-Field
Pareto Systems: From-the-Field podcast artwork
 
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…
 
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Pareto Systems: From-the-Field
Pareto Systems: From-the-Field podcast artwork
 
Stay in touch virtually while you're out of reach physically. In this episode Duncan discusses how to incorporate video into your process to attract and maintain Ideal Clients. Visit the Pareto Systems Knowledge Bank for the link to Idea Decanter and other resources that will help you re-focus your business: https://paretoacademy.com/knowledge-bank-volatility.html…
 
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Pareto Systems: From-the-Field
Pareto Systems: From-the-Field podcast artwork
 
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…
 
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