Co-creator of Pareto Platform, Financial Services Trainer, Author
Duncan is the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the knowledge-for-profit sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to 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.
As a speaker in high-demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the knowledge-for-profit industry.
Duncan is also an industry author and has written two best-selling books: Breakthrough Business Development, Take Your Business to THE NEXT LEVEL, and the recently released The Advisor Playbook. Achieving a business breakthrough is done by design, not by luck or chance. Duncan offers a clear plan to take your business to the next level.
Beyond the office, Duncan loves spending time with his wife and two sons. They enjoy the four-seasons playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, tennis, and skiing.
Total Client Engagement
Become Their Personal CFOWith the commoditization of the financial services industry, and the volatility in the market place there has never been a better time to be more relevant to your clients. In uncertain times, clients have anxiety and apprehension, and you need to help them look to the future with anticipation. Duncan MacPherson's process will unlock your full potential when it comes to consistent client acquisition and sustainable client retention, by dialing in a combination of proven strategies that elevate you above the competition.
- Identify gaps and address any untapped opportunities, overlooked vulnerabilities and unmet needs in your business
- Build the foundations for client-focused relationships that transcend money
- Be positioned as a client's personal CFO, so that you are perceived as a panoramic wealth and risk manager
- Deploy a turnkey approach to a referable client experience
The Advisor of the Future
The United States Department of Labor proposed changes - expanding the definition of the fiduciary standard that dates back to the Investment Advisers Act of 1940 - has some in the financial industry apprehensive and questioning how they'll position changes in their service model to their clients. Thriving in a Post-DoL Environment
Thriving in a Post-DoL Environment
Following a fiduciary mind-set keeps you in line with whatever the final version of the proposed changes to the fiduciary standard will be - communicating this as a part of your process, which you provide your top clients, will cement your relationships and refer-ability. It can be a win-win situation.
Duncan MacPherson will give you tangible tools, and focus your approach to keep you compliant, and to remind both your affluent clients and your prospective clients that there are two types of advisors - salespeople with a quota and consultants with a process - and what the differences between the two are.
- Align your process with the fiduciary standard
- Align your ideal clients with your philosophy, planning strategy and process
- De-commoditize your value so that you are not at the mercy of pricing, products and performance
- De-personalize and professionalize the client experience
- De-mystify how you are perceived and described
- Stay compliant, transparent and operate with full disclosure
- Gain full empowerment from clients
Breakthrough Business Development
Take Your Business to the Next Level
If you aspire to a predictable business without any plateaus while restoring liberation and order to your personal life, Duncan MacPherson has created an actionable process that you can translate into measurable results. This time-test approach has been deployed by thousands of knowledge-for-profit professionals to reduce friction and improve sustainable productivity.
- Competitor-Proof Existing Client Relationships
- Convert Occasional Customers into Fully Empowering Clients
- Create a Referable Client Experience
"In an hour, Duncan MacPherson provided several useful, timely and actionable ideas for a Financial Consultants. His energy and positivity around Practice Management was infectious. The entire audience was on the edge of their seats, yearning for more information and wishing that Duncan could speak for more than an hour! The best part is that each participant left the room with immediate ideas to weave into his/her practice, rather than being left with generic information." VP, Senior Practice Management Consultant, D.A. Davidson & Co.
"I have worked with Duncan MacPherson...extensively over the past 10 years including most recently 3 Advisor workshops in 2010. Duncan consistently delivers very specific, actionable and repeatable best practices to top Advisors and does so in a very engaging manner. He is also committed to ensuring the value doesn't end when the program ends and works closely with sales managers and Advisors to follow through and provide accountability." President, Raymond James & Associates
"I have hired Duncan three separate times to speak to RIAs, independent financial advisors and CPAs. He has a uniquely engaging and memorable style that captivates advisors, helping them understand how they can be liberated from their businesses while doing the right thing for their clients. What Duncan teaches is not revolutionary, but adoption of the proven Pareto process dramatically changes advisors' lives. In fact, each advisor that engaged with Pareto and Duncan after hearing him speak has thanked me for introducing him and 'saving their practices and their sanity.'" Chief Marketing Officer, 1st Global
"I have had two events at which Duncan spoke. The first was in Charlotte, NC for UBS and the second was in Atlanta which was open to all advisors. Both of these meetings were very well attended and the feedback from Advisors was amazing. It seems folks couldn't get enough of Duncan's ideas and were starving for more. I will be attending a Merrill Lynch Top Advisor meeting next week. We are sponsoring Duncan to speak there as well. I expect that the response will be the same from those Advisors too...." VP, First Trust Advisors