Description

Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build momentum and prepare to fast-track success in the New Year.

In this episode, Duncan MacPherson highlights four key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2022, and for a great start to 2023. These strategies are easy to implement and translate into results quickly and predictably.

Duncan discusses:

• A proven process to rejuvenate relationships with your best clients and amplify growth through advocacy
• How to make timely adjustments to increase efficiency and productivity
• Sample scripts to use in client meetings (and holiday cards!)
• Tips for maximizing your value during volatile market conditions
• And more

Resources:

• Practice Management Index (PMI)
• Lavish Cards
• Strategy and Tactical Meetings
• Download Chapter 1 from The Blue Square Method
• A Short History of Financial Euphoria – A Synopsis By Duncan MacPherson

Connect With Duncan:

• Pareto Systems 
• 1.866.593.8020
• Schedule a Call
• Duncan on LinkedIn

Promotions:

• The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
• ProudMouth – Be Your Own Loud