Receive updates in your email:
Thursday March 11, 2010

Duncan MacPherson

Co-CEO, Pareto Systems and Pareto Platform

As co-founder and co-CEO of Pareto Systems and Pareto Platform, an industry leading business development firm and ASP (Application Service Provider) dedicated to the elite professionals and companies within the financial services sector, Duncan and his team of consultants are in constant demand for speaking engagements and for assisting Financial Services Professionals 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. ParetoPlatform has now taken that expertise to a whole new level by combining practice management strategies with a powerful web-based client relationship management system – paretoplatform.

Duncan travels extensively throughout North America, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the financial services industry.

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. Duncan’s primary goal is to help Financial Services Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

Duncan is an industry author and has written the best-selling books: Breakthrough Business Development, Take Your Business to THE NEXT LEVEL and The Promise of the Future: A Financial Advisor’s Guide to Effective Marketing. He is also co-creator of the paretoplatform, which combines the essential CRM tools with an all-encompassing array of time-tested practice management and business development processes that ensures ParetoPlatforms’ revolutionary BDRM platform will take one’s business to the next level.

For more information on Duncan MacPherson, or to check availability for your next event, please contact Pareto Systems at 800-215-3294.

More ISVs Building on the Microsoft Dynamics CRM Platform to Offer Specialized XRM Solutions for Vertical Markets

Wednesday, February 3rd, 2010

BY Linda Rosencrance
PUBLISHED: February 3, 2010
The trend by ISVs to come up with new XRM product releases based on Microsoft Dynamics CRM continues to expand. Here are two new examples.
FRM Solutions is a new software application developed to meet franchisors’ business needs for franchise sales, marketing and advertising, real estate and store development, franchisee administration, and compliance [...]

Read the rest of this entry »

Now Is a Good Time to Get Referrals

Thursday, January 7th, 2010

This article appeared in the Jan/Feb issue of the FPA’s Practice Management Solutions magazine
By Duncan MacPherson
Since September 2008, we’ve been on the phone constantly helping advisers adapt to these new market conditions. Many of them are somewhat shocked when we mention the concept of referrals. Most tell us that they feel that when things [...]

Read the rest of this entry »

Duncan at the Insurance Selling Summit

Wednesday, November 25th, 2009

Duncan at the Insurance Selling Summit - October 13th, 2009

Download Link

Read the rest of this entry »

Assessing your Business and Creating an Actionable Business Plan

Thursday, November 5th, 2009

This video is quite large so allow for extended loading time.

Read the rest of this entry »

Target Marketing to Affluent Clients

Monday, November 2nd, 2009

By Duncan MacPherson
With all that has transpired in the financial services industry over the last year, it is essential to take a close look at your target marketing strategy if you are striving to stand out from the pack and take your business to the next level.
With so many affluent investors disillusioned with their current [...]

Read the rest of this entry »

How To Become the Trusted Expert for Several CPAs

Wednesday, September 23rd, 2009

Acting as a sounding board helps clients and their CPAs better understand the advantages of working with an advisor—and that you’re looking out for their best interests.
Are you one of the many financial advisors who have referred clients to accountants over the years but have gotten
virtually nothing in return? Based on the law of reciprocity, [...]

Read the rest of this entry »

Top 10 Questions to Ask Before Buying a CRM

Wednesday, August 26th, 2009

Client Relationship Management (CRM) systems offer a number of benefits to entrepreneurs. The primary benefit is that a CRM allows you to focus on activities that directly affect your productivity. Most entrepreneurs already know that the Pareto Principle - also known as the 80/20 rule - applies to their businesses, and an effective CRM allows [...]

Read the rest of this entry »

The Flaws of the Elevator Speech

Tuesday, August 18th, 2009

In my travels to various conferences throughout North America, invariably I come across speakers who present on why every entrepreneur should have an elevator speech.
The concept of having a brief, compact statement to make when someone inquires about what it is you do makes sense. However, the inherent flaw with virtually every elevator speech I’ve [...]

Read the rest of this entry »

Never Negotiate Your Value

Thursday, June 11th, 2009

As we enter into uncertain market conditions, there is a tendency for many business professionals to deviate on their set pricing and fees out of fear of losing out on new clients.
Ultimately it’s your business and you live by the rules you set. However, allow me to outline my case for maintaining consistency.
First of all, [...]

Read the rest of this entry »

Shrink and Grow Rich

Wednesday, April 1st, 2009

Naturally, the revenue of your business should grow year after year, but that does not mean that the number of relationships you manage must increase too. In fact, when it comes to relationships, the goal is not to see how large your client-base can reach, but rather how small it can remain. Many entrepreneurs tend [...]

Read the rest of this entry »

Learn more about products and services to help you implement these ideas. Visit www.paretoplatform.com