NSB Logo Duncan MacPherson Duncan MacPherson

Duncan MacPherson

Speaker

Kelowna, British Columbia, Canada

Practice Management with the CEO of Pareto Systems

Duncan MacPherson 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.

Keynote Speeches

Virtual Keynotes & Webinars
Contact us for more information about this speaker & their virtual presentations. Click here for some of the most popular formats for virtual events.
Total Client Engagement: Become their Personal CFO

With 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 and empower you fully with your clients.

This presentation will help you to:

  • De-commoditize your core solutions
  • De-personalize and professionalize the client experience
  • De-mystify how you are perceived and described
The Franchise Ready Advisor: Mastering Organic & Scalable Growth

Once a successful financial advisor has achieved consistent, sustainable, organic growth, the natural next step is to consider scalable, acquisition-based growth.

Increasingly, we see top professionals transform their proven best practices into intellectual properties that can be deployed over and over again. This is what it means to turn a book of business into an actual business; a business that has no limits and achieves steadily improving enterprise value.

This presentation will help you to:

  • Address the gaps in your current approach and gain clarity
  • Increase the enterprise value of your business
  • Develop a scalable and predictable playbook
  • Ensure an elevated acquisition so that 1 + 1 = 3
Blue Square Method: Become the Best Version of Yourself

If you aspire to personal fulfilment, gratitude, balance, and purpose in your business and life, Duncan MacPherson has created an actionable process that will help you translate your ambition into meaningful results.

This presentation will help you to:

  • Love what you do and build on your sense of purpose
  • Have a world-class process
  • Create advocacy with new and existing clients
  • Fully monetize your value

Audience reviews:

  • 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.

    - Vice President, Senior Practice Management Consultant D.A. Davidson & Co
  • I have had two events at which Duncan spoke. 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.

    - Vice President, First Trust Advisors
  • Duncan did a nice job and I know in follow-up conversations with several reps, they appreciated his ideas and plan to incorporate some of his thoughts into their daily routines.

    - Associate Director – Internal Sales The Principal Funds Distributor Inc.
 

Speaker Biography

As a speaker in high demand, Duncan MacPherson 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’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 Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

He also hosts the popular podcast, Always On with Duncan MacPherson. In 2022, Duncan releases his newest book and speaking topic:  The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to unlock the next level of both quantitative and qualitative results. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau. Duncan has also written two additional 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-season playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, tennis, and skiing.