Duncan MacPherson

Speaker, coach and author on best-practices and client acquisition for professionals seeking to unlock their full potential. Co-founder of Pareto Systems.

[Duncan MacPherson @Duncan8020]

🎙 🎙 NEW EPISODE OUT NOW 🎙 🎙 Why Elite Financial Advisors Think Differently with Jason Westover and Mike "Cy" Cajthaml Jr. - Always On with Duncan MacPherson Podcast, Ep. 91

Tune in here: https://t.co/qXOUqtPTZ6

#podcast #financialadvisor #practicemanagement #alwaysonpodcast

[Duncan MacPherson @Duncan8020]

Most people are busy.
Few are productive.

80% of your outcomes come from 20% of your effort.
Find the work that matters.

Protect it.
Double it.

Your future self will thank you.

#Finance #Pareto

[Duncan MacPherson @Duncan8020]

@Pareto_Systems Creating Scale, Freedom, and Enterprise Value that Lasts https://t.co/FbfqpureL8

[Duncan MacPherson @Duncan8020]

I’m listening to The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77) ♫ @iHeartRadio https://t.co/sQlOrAsXol

[Duncan MacPherson @Duncan8020]

🤝 The next generation is eager to learn. 🤝

✅ Don’t wait until they come to you. Show them you’re invested in their success today.

Always On Podcast:

Apple Podcasts: https://t.co/xR16An86Zb
Spotify: https://t.co/BdqJ9paAKM
Find Your Channel: https://t.co/qXOUqtPTZ6

[Duncan MacPherson @Duncan8020]

WEBINAR INVITATION: Driving Enterprise Growth -
Strategies to Scale Advisor Success, Retain Clients, and Boost Net New Assets

Reserve your spot here: https://t.co/VBqLkytWn2

Can’t make it, register anyway and we’ll send you the link to the recording following the #webinar.

[Duncan MacPherson @Duncan8020]

🎙NEW EPISODE OUT NOW 📷 The Power of Personalized Gratitude: Building Client Loyalty with Cathi Durrell - Always On with Duncan MacPherson Podcast, Ep. 64 - Find Your Channel: https://t.co/qXOUqtPTZ6

#podcast #businessdevelopment #practicemanagement #financialadvisors

[Duncan MacPherson @Duncan8020]

🚫Lowering your fees to win clients often diminishes your perceived value. 💪Stick to your principles and focus on the long-term relationship instead of making short-term compromises.
Clients are not always looking for the cheapest option—they’re looking for the best.

#podcast

[Duncan MacPherson @Duncan8020]

Learn how to effectively market to your current clients with actionable examples in the Always On podcast featuring guests Seth Diener and Alex Lerch: https://t.co/YJ2qYYXkKE

[Duncan MacPherson @Duncan8020]

Don’t overlook your existing clients in marketing! Reframing/reinforcing your value and garnering a newfound appreciation among them is a great way to increase testimonials and referrals.

#podcast #businessdevelopment #practicemanagement

[Duncan MacPherson @Duncan8020]

Communicating Your Value

It's about uncovering the real value behind your suite of services and ensuring your practice not only meets but exceeds client needs.

Stream the new episode of Always On here 👉 https://t.co/sjQHYSFyzx

#podcast #businessdevelopment

[Duncan MacPherson @Duncan8020]

Re-Imagining Growth

You’re taking all aspects of your enterprise value seriously. You’ve got a fundamentally sound business. The metrics are impressive. Client loyalty, longevity and engagement are measurable. The EBITDA is strong. Your feeworthiness is…https://t.co/GWy9HvWkCg

[Duncan MacPherson @Duncan8020]

Are you a financial advisor looking to sell your practice?

You may have heard that interest rate increases have decreased the opportunity to sell your practice.

However, this is a myth according to @oXYGenFinancial, who has helped several advisors nav…https://t.co/0TvxrbD3wn

[Duncan MacPherson @Duncan8020]

As a financial advisor, de-risking and accelerating your net worth might be your top priority at the moment.

And a partial sale may be a great way to achieve this goal!

As Ted Jenkin explains in the Always On podcast, advisors won't get the same multi…https://t.co/E3cT9dQ3kF

[Duncan MacPherson @Duncan8020]

It might seem counterintuitive as an entrepreneur, but your goal should be to make yourself obsolete!

In other words, your business should be able to run efficiently without you having to be present.

Once you get there, exiting the business becomes ea…https://t.co/UTZk0MEc3O

[Duncan MacPherson @Duncan8020]

Show your clients that you care, and do that with a high quality greeting card! Our friends at Lavish Cards have already started taking Thanksgiving orders, so be sure to contact them now to ensure you can get your cards out on time.

Call them toll-free:…https://t.co/pJYGjcSO4O

[Duncan MacPherson @Duncan8020]

An absolute privilege to join the conversation on the Wicked Pissah Podcast with esteemed Past Presidents of the Financial Planning Association of New England Chapter, Brad Wright CFP® & @SMoreChrisBoyd. Their relentless commitment to empowering professio…https://t.co/aaHfo98Rhz

[Duncan MacPherson @Duncan8020]

Many business owners use an IPO as part of their exit strategy.

If you, too, want to take your business public and maximize the enterprise value of your business, check out this short clip of the latest “Always On” podcast that describes models that wil…https://t.co/b0xyJsnItY

[Duncan MacPherson @Duncan8020]

Thrilled to support the Central Okanagan Food Bank at their 2nd Annual Golf Tournament at Gallagher's Canyon Golf & Country Club . Our team had a blast at the event. In the photo, meet our Pareto Systems Team members (from left to right) - Tyler Murray,…https://t.co/Tp52T2GPVE

[Duncan MacPherson @Duncan8020]

When you sell a business, there are multiple ways you can structure the deal.

Before you sit at the table and start negotiating the terms of your sale, I encourage you to check out the latest "Always On" podcast.

In this episode, guest @oXYGenFinancia…https://t.co/2wzpg58P5X