Duncan MacPherson

Current

• Co-CEO at Pareto Systems
• Co-CEO at Pareto Platform

Recommended

1 person has recommended Duncan

Connections

336 connections

Industry

Financial Services

Websites

• Pareto Systems
• Pareto Platform
• Breakthrough Business Developm

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:

• Pareto Systems
• Pareto Platform
• Breakthrough Business Developm

Duncan MacPherson’s Interests:

Business Development, Marketing Strategies

Duncan MacPherson’s Groups:

•    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
•    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