Duncan MacPherson

Total Client Engagement: Become their Personal CFO

With the commoditization of the financial services industry, and the volatility in the market place there has never been a better time to be more relevant to your clients. In uncertain times, clients have anxiety and apprehension, and you need to help them look to the future with anticipation. Duncan MacPherson's process will unlock your full potential when it comes to consistent client acquisition and sustainable client retention, by dialing in a combination of proven strategies that elevate you above the competition and empower you fully with your clients.

• De-commoditize your core solutions
• De-personalize and professionalize the client experience
• De-mystify how you are perceived and described

Breakthrough Business Development: Take Your Business to the Next Level

If you aspire to a predictable business without any plateaus while restoring liberation and order to your personal life, Duncan MacPherson has created an actionable process that you can translate into measurable results. This time-test approach has been deployed by thousands of knowledge-for-profit professionals to reduce friction and improve sustainable productivity.

• Competitor-proof existing client relationships
• Convert occasional customers into fully empowering clients
• Create a referable client experience

Cracking The Code: The Art of Articulating Your Value

To unlock your full potential when it comes to consistent client acquisition and sustainable client retention, you need to dial-in a combination of proven strategies that elevate you from the competitors. Duncan MacPherson has developed and refined a process that ensures that you can stand-out from the pack and attract great clients rather than having to chase them.

• Develop a value-proposition that differentiates you
• Deploy stewardship over salesmanship for improved persuasive impact
• Ensure clients focus on what you’re worth rather that what you cost

The Franchise Ready Advisor: Mastering Organic & Scalable Growth

Once a successful financial advisor has achieved consistent, sustainable, organic growth, the natural next step is to consider scalable, acquisition-based growth.

Increasingly, we see top professionals transform their proven best practices into intellectual properties that can be deployed over and over again. This is what it means to turn a book of business into an actual business; a business that has no limits and achieves steadily improving enterprise value.

• Address the gaps in your current approach and gain clarity
• Increase the enterprise value of your business
• Develop a scalable and predictable playbook
• Ensure an elevated acquisition so that 1 + 1 = 3

Indispensable Support: How to Create Powerful Teams

For many financial teams, Advisors are the face of the business, but it is the team members that provide extensive support to increase efficiencies and create consistency to elevate the client experience and drive business growth. Ultimately, the team is fundamentally dedicated to ensuring the Advisor can focus their time and energy on the most valuable asset the firm will possess: Their clients.

In this presentation, Pareto Systems will outline a proven approach that enables team members to become indispensable to the firm.

• Gain clarity on untapped opportunities and overlooked vulnerabilities within the firm
• Ensure consistent branding and communication across the team to build powerful client relationships
• Refine processes to ensure impeccable delivery for new and existing clients
• Clearly define a service model to ensure an elevated client experience
• Develop a Best Practices Playbook to drive implementation and ensure consistency across the firm