Co-CEO at Pareto Systems
British Columbia, Canada
- Current
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- Co-CEO at Pareto Systems
- Co-CEO at Pareto Platform
- Recommended
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1 person has recommended Duncan - Connections
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315
connections
- Industry
- Financial Services
- Websites
Duncan MacPherson’s Summary
Providing actionable practice management and business development coaching and consulting services to financial professionals. We provide indivdual advisory teams and large corporations with proven, time-tested strategies to improve their respective businesses by increasing productivity, raising the level of service and ensuring a steady stream of high quality referrals from top clients.
Our Pareto Platform is a turnkey CRM integrated with our virtual coaching process to make the advisor desktop the ultimate business development dashboard.
Duncan MacPherson’s Specialties:
CRMs and 1:1 Consulting for Financial Advisors.
Additional Information
Duncan MacPherson’s Websites:
Duncan MacPherson’s Interests:
Business Development, Marketing Strategies
Duncan MacPherson’s Groups:
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IFA Life - the Social Network for Financial Planners and IFAs -
Financial Planner Alliance -
Friends of The Hartford (1100+) -
Investment Sales and Marketing Professionals -
401(k) -
National Association of Insurance and Financial Advisors -
Financial Planners & Wealth Advisors -
Estate Planning -
Top Brokers™ -
Pareto Systems -
FALA - Financial Advisors, Lawyers & Accountants -
Practice / Business Development Consultants for Financial Advisors
Duncan MacPherson’s Contact Settings
Interested In:
- job inquiries
- expertise requests
- business deals
- getting back in touch
