Duncan MacPherson
As CEO of Pareto Systems, 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 fee-for-service sector. 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 Fee-For-Service Professionals achieve liberation and order in their businesses through step-by-step methodology and execution. Duncan often contributes articles and commentary to industry publications and is a best-selling author with his book: Breakthrough Business Development, Take Your Business to the Next Level. Recently, he has released his new book: The Advisor Playbook. Learn more here .
Articles by Duncan MacPherson
- Podcasts
Advisors Who Evolve Beyond Expertise Build More Valuable, Scalable Businesses
Most financial advisors are really good at their job, and that might be exactly what’s holding them back!
- Practice Growth
Achieve Mastery of Family Dynamics with Jackie Wilke
As aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road. #advisors