Duncan Macpherson

As co-founder and co-CEO of Pareto Systems, an industry-leading business development firm dedicated to the elite professionals and companies within the financial services sector, Duncan MacPherson and his team of consultants assist professionals such as financial advisors, insurance specialists, accountants, lawyers, and other service providers to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach, based on best practices and its focus on implementation.

Duncan travels extensively throughout North America and globally, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the financial services industry. He delivers programs on topics such as "Breakthrough Business Development" and "How to Crack the Code for Consistent Client Acquisition," emphasizing the importance of establishing a strong personal brand and defining an ideal client profile to improve business efficiency and effectiveness.

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. His primary goal is to help Financial Services Professionals achieve liberation and order in their businesses through step-by-step methodology and execution. His authored best-selling books, "Breakthrough Business Development – Take Your Business to the Next Level" and "The Advisor Playbook," alongside his contribution to industry publications and his active social media engagement, further establish his thought leadership in the sector. Duncan is also the co-creator of the Pareto Platform CRM, a comprehensive client relationship management tool that integrates essential CRM tools with an all-encompassing array of time-tested practice management and business development processes.