Success Stories - Against the Odds with Duncan and Brian Danelian - July, 2010
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Read the rest of this entry »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.
Success Stories - Against the Odds with Duncan and Brian Danelian
Tuesday, July 6th, 2010
Posted in General |
Success Stories - Against the Odds
Monday, June 28th, 2010
The last two years have produced an abundance of adversity in the wealth management sector. As coaches to high caliber financial advisors, we felt compelled to share success stories of advisors who have overcome adversity rather than be overcome by it. In this series, you can listen to recordings of Duncan MacPherson interviewing financial advisors [...]
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Establishing Integrity with a New Client
Tuesday, April 13th, 2010
Actionable Tip of the Week
Recently, we received a call from one of our coaching clients who was rather excited about something he had just experienced. We had been working with him on his process for conducting an initial meeting with prospective clients, and his breakthrough had come from insisting on having all of the prospective [...]
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Tip of the Week - When and How to Make Yourself Available to Clients
Tuesday, March 30th, 2010
Actionable Tip of the Week
Last week we touched on the importance of branding and the impressions we make on our clients either intentionally or unintentionally. An issue closely tied to this, and a question we often get asked, is whether or not to forward calls from clients directly to the advisor or to take a [...]
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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 [...]
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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 [...]
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Duncan at the Insurance Selling Summit
Wednesday, November 25th, 2009
Duncan at the Insurance Selling Summit - October 13th, 2009
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Assessing your Business and Creating an Actionable Business Plan
Thursday, November 5th, 2009
This video is quite large so allow for extended loading time.
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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 [...]
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