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 [...]
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
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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 [...]
Posted in General |
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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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, [...]
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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 [...]
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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 [...]
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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, [...]
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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 [...]
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