I had a conversation with a fellow entrepreneur recently about documenting private information about clients. She was against the practice, and said she could remember crucial information about her most important clients. I asked her if she had ever considered what her most valuable intellectual property was. What might surprise you, as it did her, [...]
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.
Scarcity –Your Route to Abundance
Thursday, May 22nd, 2008
We all want what is perceived as exclusive, a weekend at a luxury resort, a reservation at French Laundry, an appointment with a sought after professional… As an entrepreneur, you can create that same buzz by adjusting your style of doing business. Are you available to your clients at all times, and willing to accept [...]
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Never Negotiate Your Value
Tuesday, February 19th, 2008
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, [...]
Posted in General |
Position Your Business to Thrive
Tuesday, February 12th, 2008
While Your Competitors Simply Try to Survive
For business professionals, a quality that separates the best from the rest is often revealed during periods of economic volatility. As counterintuitive as this may seem, top business people actually face uncertain times with anticipation while many of their competitors face it with apprehension.
The reason for this is simple. [...]
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Coaching New Clients How to Introduce People to You-Immediately!
Monday, May 28th, 2007
At a recent seminar I did in Long Beach, an advisor who had recently adopted our recommendation process had tremendous success attracting referrals from his best clients. What he failed to do however is coach his newly referred clients how to make an introduction as well. As you know, someone who has been referred to [...]
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