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Duncan MacPherson

Best known for:

Duncan is best known for his focus on a unique value proposition where professionals learn to brand themselves based on what they are worth rather than what they cost.

Summary:

Duncan is CEO of Pareto Systems, a leading business development firm for professionals and corporations in knowledge-for-profit industries. Duncan is also an industry author and has published several books including the best-seller: BREAKTHROUGH Business Development, Take Your Business to The Next Level. As a speaker in high-demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations. Duncan has a way of leaving his audience excited about implementing his processes that have been proven to pave the way to meaningful and measurable results in both their personal and professional lives.

Biography:

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 an industry author and has written the best- selling book: Breakthrough Business Development, Take Your Business to THE NEXT LEVEL. He is also co-creator of the Pareto Platform 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 CRM platform will take one’s business to the next level.

Beyond the office, Duncan loves spending time with his wife and two sons. They enjoy the four season’s playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, tennis, and skiing.

Speaker Topics

The Art of Articulating Your Value
Breakthrough Business Development
Cracking the Code - Mastering the Client Acquisition Process
Fast Track to Referrals
Ultimate Client Experience. Part 1 – Develop a personal branding strategy to ensure you are perceived and described as professional consultant with a process. Part 2 – Deploy a family investment legacy process to ensure you are well positioned within the family tree. Part 3 – Gain full empowerment- capture money in motion. Part 4 – Be positioned for anything – a sequential approach to create a trajectory that is aligned with your goals.

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Testimonials:

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