Duncan MacPherson

Duncan MacPherson

Marketing Guru
Fee Range
Exact fee falls within this range
Traveling From
British Columbia, Canada

Program Descriptions

Cracking the Code:Mastering the Client Acquisition Process

 After years of consulting with many of the most successful advisors, especially during this recent period of unprecedented turbulence and uncertainty, Duncan has taken that experience and created a presentation that helps advisors thrive rather than just survive, and in the process, take their client acquisition results to the next level.In the Cracking the Code – Mastering the Client Acquisition Process presentation, Duncan focuses on three essential components that virtually all financial advisors can use to identify untapped opportunities that exist in their respective businesses.

The Advisor of the Future - Transitioning to a Fee-Based Model

Pareto Systems has consulted with some of the most professional and effective financial advisors in the business on how to transition to an advisory platform. Using a sequential and proven 3-step process, you will discover how to make this transition predictable and productive.

The Multiplier Method

In the Multiplier Method presentation, Duncan focuses on a process to help advisors be best positioned to multiply the value of his or her business upon selling, as well as helping advisors be best positioned for a predictable and profitable acquisition and transition upon buying a practice.

Ultimate Client Experience

Ultimate Client Experience is one of Duncan’s newest presentations.   It was designed specifically for elite advisors that want to achieve a breakthrough with his/her top clients, and deploy a proven process to consistently attract high-value clients going forward.

Fast Track to Referrals

There are no silver bullets when it comes to referrals. They are not realized because of clever phrases or by asking your clients well-timed questions. Most referral approaches are transparent and make the advisor look needy and put the clients on the spot. Top advisors attract a steady stream of referrals because of reciprocation felt by their clients, not because of obligation. 

Why Book Duncan MacPherson?

  • As a renowned financial advisor coach, Duncan imparts proven actionable systems that will help your team manage, build, and maximize their client relationships.

  • He provides business development strategies to financial advisors using the 80/20 Rule based on the Pareto Principle.

  • Videos

    Biography Read more

    Duncan MacPherson is co-founder and co-CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the financial services sector. Duncan and his team of consultants are in constant demand for speaking engagements and for assisting Financial Services Professionals create predictable, sustainable, and duplicable businesses. Pareto Systems is well-known for its approach, which is based on best practices and for its focus on implementation.

    Duncan travels extensively throughout North America, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the financial services industry.

    Duncan’s expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan’s primary goal is to help Financial Services Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

    Duncan is an industry author and has written the best-selling books: Breakthrough Business Development – Take Your Business to the Next Level and The Promise of the Future: A Financial Advisor’s Guide to Effective Marketing .

    He is also co-creator of the web-based Pareto Platform CRM powered by Microsoft Dynamics CRM, which combines the essential CRM tools with an all-encompassing array of time-tested practice management and business development processes that ensures Pareto Platforms’ revolutionary platform will take one’s business to the next level.

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