Duncan MacPherson is CEO of Pareto Systems, a practice management and business development consulting rm dedicated to improving the productivity of professional advisors. He has spent the last 20 years traveling the world speaking at conferences and coaching top performers on how to deploy a process that will unlock their full potential personally and professionally.
Along with the Pareto team of coaches, Duncan has developed and re ned several one-to-one consulting programs including The Pareto System, The Fee-worthy Advisor, Succession 360 and the Advisor Flight Plan. Duncan has also collaborated with enterprise clients to create one-to-many solutions, including train-the-trainer approaches.
Top advisors with rms such as Merrill Lynch, Wells Fargo, Raymond James, Hightower Advisors, First Trust Securities, New York Life, The Principal and others have successfully deployed and implemented the Pareto System.
Duncan has invested those experiences into a philosophy that says stewardship is more attractive than salesmanship, and a process that makes implementation predictable and sustainable. The goal is that you can translate that into measurable results using this Playbook.
Duncan lives in Kelowna, British Columbia, Canada with his wife and two sons.
He can be reached at firstname.lastname@example.org.
You can also nd him on LinkedIn at ca.linkedin.com/in/duncanmacpherson.com