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Duncan Macpherson

Co-CEO, Pareto Systems & Pareto Platform; Author of the Best-selling books "Breakthrough Business Development" and "The Promise of the Future: A Financial Advisor's Guide to Effective Marketing"

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Duncan Macpherson Biography

As co-founder and co-CEO of Pareto Systems, an industry leading business development firm 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 to 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.

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

Duncans 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. Duncans 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 Advisors Guide to Effective Marketing." He is also co-creator of the Pareto Platform powered by Microsoft Dynamics CRM, which combines the essential CRM tools with an all-encompassing array of time-tested practice management and business development processes that ensures Pareto Platforms revolutionary CRM platform will take ones business to the next level.

Speaking Topics
  • Fast Track to Referrals

    Today’s financial adviser understands that it costs far more time and effort to convert a prospect into a client than it does to convert an existing client into a flag waving advocate. But consider the personal fulfillment involved as well. It can be draining and anticlimactic to be perpetually convincing new people to work with you. Why not work more effectively with the people who are already convinced and let them do the convincing on your behalf? The real value in a client relationship is not in the initial commissions you earn, it’s in the commitment the client demonstrates to you over the lifetime of your relationship.

    There are no silver bullets when it comes to referrals. They are not realized because of clever phrases or by asking your clients well timed questions. Most referral approaches are transparent and make the advisor look needy and put the clients on the spot. Top advisers attract a steady stream of referrals because of reciprocation felt by their clients, not because of obligation.

    In this presentation you will learn how to:

    • Address the unspoken resistance that prevents your clients from referring
    • Survey your clients for their referral awareness and predisposition
    • Install a consistent and congruent process that earns trust
    • Project a degree of scarcity that enhances your perceived value
    • Train your clients why, to whom and how they should be referring to you
    • Position referrals as a service to your clients rather than a benefit to you
    • Attract referrals like a consultant rather than chase them like a salesperson

    The presentation’s length can be customized from 60 to 120 minutes.

  • Breakthrough Business Development

    There is a big difference between a customer and a client. A customer is someone who has a portion of their business with you while a client is someone who has empowered you with their entire range of needs. Never before has it been more important for advisers to view their customers as their most valued prospects and develop a plan that enables them to position themselves as their clients’ sole solution provider.

    Participants will develop an actionable plan for converting their occasional customers into loyal clients and referral generating advocates by learning how to:

    • Turn your ‘book’ into a sustainable, predictable and duplicable business
    • Competitor-proof your best clients
    • Develop and implement a professional Recommendation Process
    • Learn the crucial difference between growth and progress
    • The art of client ‘right-sizing’

    The presentation’s length can be customized from 60 to 120 minutes.

  • One Way Street: Generating Steady Referrals from Accountants, Lawyers and Affluent Clients

    Are you one of the many financial advisors who have referred clients to accountants or lawyers over the years but have gotten virtually nothing in return? You would think that – based on the law of reciprocity – that giving would start the receiving process. But that is often not the case. Often it’s a one way street.

    This presentation will examine why strategic partners don’t refer and will guide you through a 13-step process on how to turn them into flag-waving advocates.

    The presentation length can be customized from 60 to 120 minutes.

  • Cracking the Code: Mastering the Client Acquisition Process

    After years of consulting with many of the most successful advisors, especially during this recent period of unprecedented turbulence and uncertainty, Duncan MacPherson has taken that experience and created a presentation that helps advisers thrive rather than just survive, and in the process, take their client acquisition results to the next level. In the Cracking the Code – Mastering the Client Acquisition Process presentation, Duncan focuses on three essential components that virtually all financial advisers can use to identify untapped opportunities that exist in their respective businesses.

    1. Client Acquisition Through Client Referrals – Maximizing Client Relationships
    2. Client Acquisition Through Partner Referrals – Engaging Strategic Partners
    3. Client Acquisition Through Target Marketing – A Professional Prospecting Process

Videos
Books
Take Your Business to the Next Level: A 90-Day Plan for Achieving a Breakthrough

Take Your Business to the Next Level: A 90-Day Plan for Achieving a Breakthrough

Breakthrough Business Development, Take Your Business to THE NEXT LEVEL

Breakthrough Business Development, Take Your Business to THE NEXT LEVEL

News
FAQs
  • How do I book Duncan Macpherson to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like Duncan Macpherson for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Duncan Macpherson, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Duncan Macpherson or any other speaker of your choice.
  • What are the speaker fees for Duncan Macpherson

    Speaking fees for Duncan Macpherson, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Duncan Macpherson are $10,000 - $20,000 for live events and available upon request for virtual events. For the most current speaking fee to hire Duncan Macpherson, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does Duncan Macpherson speak about?

    Duncan Macpherson is a keynote speaker and industry expert whose speaking topics include Business, Business Growth, Economy and Finance, Entrepreneurism, Finance, Sales, Sales, Marketing and Branding, Small Business.
  • Where does Duncan Macpherson travel from?

    Duncan Macpherson generally travels from Kelowna, Canada, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
  • Who is Duncan Macpherson’s agent?

    AAE Speakers Bureau has successfully booked keynote speakers like Duncan Macpherson for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Duncan Macpherson for your next private or corporate function.
  • What is a full-service speaker booking agency?

    AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Duncan Macpherson or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.
  • Why is AAE Speakers Bureau different from other booking agencies?

    If you’re looking for the best, unbiased speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.
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During normal business hours, we respond to most inquiries within 4 hours.

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This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent and wish to request a profile update or removal from our online directory, please submit a profile request form.

Co-CEO, Pareto Systems & Pareto Platform; Author of the Best-selling books "Breakthrough Business Development" and "The Promise of the Future: A Financial Advisor's Guide to Effective Marketing"

Travels From:
Kelowna, Canada
Speaking Fee:

Duncan Macpherson Biography

As co-founder and co-CEO of Pareto Systems, an industry leading business development firm 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 to 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.

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

Duncans 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. Duncans 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 Advisors Guide to Effective Marketing." He is also co-creator of the Pareto Platform powered by Microsoft Dynamics CRM, which combines the essential CRM tools with an all-encompassing array of time-tested practice management and business development processes that ensures Pareto Platforms revolutionary CRM platform will take ones business to the next level.

Duncan Macpherson Speaking Topics

  • Fast Track to Referrals

    Today’s financial adviser understands that it costs far more time and effort to convert a prospect into a client than it does to convert an existing client into a flag waving advocate. But consider the personal fulfillment involved as well. It can be draining and anticlimactic to be perpetually convincing new people to work with you. Why not work more effectively with the people who are already convinced and let them do the convincing on your behalf? The real value in a client relationship is not in the initial commissions you earn, it’s in the commitment the client demonstrates to you over the lifetime of your relationship.

    There are no silver bullets when it comes to referrals. They are not realized because of clever phrases or by asking your clients well timed questions. Most referral approaches are transparent and make the advisor look needy and put the clients on the spot. Top advisers attract a steady stream of referrals because of reciprocation felt by their clients, not because of obligation.

    In this presentation you will learn how to:

    • Address the unspoken resistance that prevents your clients from referring
    • Survey your clients for their referral awareness and predisposition
    • Install a consistent and congruent process that earns trust
    • Project a degree of scarcity that enhances your perceived value
    • Train your clients why, to whom and how they should be referring to you
    • Position referrals as a service to your clients rather than a benefit to you
    • Attract referrals like a consultant rather than chase them like a salesperson

    The presentation’s length can be customized from 60 to 120 minutes.

  • Breakthrough Business Development

    There is a big difference between a customer and a client. A customer is someone who has a portion of their business with you while a client is someone who has empowered you with their entire range of needs. Never before has it been more important for advisers to view their customers as their most valued prospects and develop a plan that enables them to position themselves as their clients’ sole solution provider.

    Participants will develop an actionable plan for converting their occasional customers into loyal clients and referral generating advocates by learning how to:

    • Turn your ‘book’ into a sustainable, predictable and duplicable business
    • Competitor-proof your best clients
    • Develop and implement a professional Recommendation Process
    • Learn the crucial difference between growth and progress
    • The art of client ‘right-sizing’

    The presentation’s length can be customized from 60 to 120 minutes.

  • One Way Street: Generating Steady Referrals from Accountants, Lawyers and Affluent Clients

    Are you one of the many financial advisors who have referred clients to accountants or lawyers over the years but have gotten virtually nothing in return? You would think that – based on the law of reciprocity – that giving would start the receiving process. But that is often not the case. Often it’s a one way street.

    This presentation will examine why strategic partners don’t refer and will guide you through a 13-step process on how to turn them into flag-waving advocates.

    The presentation length can be customized from 60 to 120 minutes.

  • Cracking the Code: Mastering the Client Acquisition Process

    After years of consulting with many of the most successful advisors, especially during this recent period of unprecedented turbulence and uncertainty, Duncan MacPherson has taken that experience and created a presentation that helps advisers thrive rather than just survive, and in the process, take their client acquisition results to the next level. In the Cracking the Code – Mastering the Client Acquisition Process presentation, Duncan focuses on three essential components that virtually all financial advisers can use to identify untapped opportunities that exist in their respective businesses.

    1. Client Acquisition Through Client Referrals – Maximizing Client Relationships
    2. Client Acquisition Through Partner Referrals – Engaging Strategic Partners
    3. Client Acquisition Through Target Marketing – A Professional Prospecting Process

Duncan Macpherson Videos

  • Why Don't Your Clients Refer? - YouTube
  • Financial Advisor CRM Demonstration - Pareto Platform CRM ...

Duncan Macpherson Books

FAQs on booking Duncan Macpherson

  • How do I book Duncan Macpherson to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like Duncan Macpherson for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Duncan Macpherson, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Duncan Macpherson or any other speaker of your choice.
  • What are the speaker fees for Duncan Macpherson

    Speaking fees for Duncan Macpherson, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Duncan Macpherson are $10,000 - $20,000 for live events and available upon request for virtual events. For the most current speaking fee to hire Duncan Macpherson, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does Duncan Macpherson speak about?

    Duncan Macpherson is a keynote speaker and industry expert whose speaking topics include Business, Business Growth, Economy and Finance, Entrepreneurism, Finance, Sales, Sales, Marketing and Branding, Small Business.
  • Where does Duncan Macpherson travel from?

    Duncan Macpherson generally travels from Kelowna, Canada, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
  • Who is Duncan Macpherson’s agent?

    AAE Speakers Bureau has successfully booked keynote speakers like Duncan Macpherson for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Duncan Macpherson for your next private or corporate function.
  • What is a full-service speaker booking agency?

    AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Duncan Macpherson or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.
  • Why is AAE Speakers Bureau different from other booking agencies?

    If you’re looking for the best, unbiased speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.

Duncan Macpherson is a keynote speaker and industry expert who speaks on a wide range of topics such as Fast Track to Referrals, Breakthrough Business Development, One Way Street: Generating Steady Referrals from Accountants, Lawyers and Affluent Clients and Cracking the Code: Mastering the Client Acquisition Process. The estimated speaking fee range to book Duncan Macpherson for your event is $10,000 - $20,000. Duncan Macpherson generally travels from KelownaCanada and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Afterburner, Michael Bergdahl, Tony Alessandra, Jordan Goldman and Reuben Canada. Contact All American Speakers for ratings, reviews, videos and information on scheduling Duncan Macpherson for an upcoming live or virtual event.

Duncan Macpherson Speaking Topics

  • Fast Track to Referrals

    Today’s financial adviser understands that it costs far more time and effort to convert a prospect into a client than it does to convert an existing client into a flag waving advocate. But consider the personal fulfillment involved as well. It can be draining and anticlimactic to be perpetually convincing new people to work with you. Why not work more effectively with the people who are already convinced and let them do the convincing on your behalf? The real value in a client relationship is not in the initial commissions you earn, it’s in the commitment the client demonstrates to you over the lifetime of your relationship.

    There are no silver bullets when it comes to referrals. They are not realized because of clever phrases or by asking your clients well timed questions. Most referral approaches are transparent and make the advisor look needy and put the clients on the spot. Top advisers attract a steady stream of referrals because of reciprocation felt by their clients, not because of obligation.

    In this presentation you will learn how to:

    • Address the unspoken resistance that prevents your clients from referring
    • Survey your clients for their referral awareness and predisposition
    • Install a consistent and congruent process that earns trust
    • Project a degree of scarcity that enhances your perceived value
    • Train your clients why, to whom and how they should be referring to you
    • Position referrals as a service to your clients rather than a benefit to you
    • Attract referrals like a consultant rather than chase them like a salesperson

    The presentation’s length can be customized from 60 to 120 minutes.

  • Breakthrough Business Development

    There is a big difference between a customer and a client. A customer is someone who has a portion of their business with you while a client is someone who has empowered you with their entire range of needs. Never before has it been more important for advisers to view their customers as their most valued prospects and develop a plan that enables them to position themselves as their clients’ sole solution provider.

    Participants will develop an actionable plan for converting their occasional customers into loyal clients and referral generating advocates by learning how to:

    • Turn your ‘book’ into a sustainable, predictable and duplicable business
    • Competitor-proof your best clients
    • Develop and implement a professional Recommendation Process
    • Learn the crucial difference between growth and progress
    • The art of client ‘right-sizing’

    The presentation’s length can be customized from 60 to 120 minutes.

  • One Way Street: Generating Steady Referrals from Accountants, Lawyers and Affluent Clients

    Are you one of the many financial advisors who have referred clients to accountants or lawyers over the years but have gotten virtually nothing in return? You would think that – based on the law of reciprocity – that giving would start the receiving process. But that is often not the case. Often it’s a one way street.

    This presentation will examine why strategic partners don’t refer and will guide you through a 13-step process on how to turn them into flag-waving advocates.

    The presentation length can be customized from 60 to 120 minutes.

  • Cracking the Code: Mastering the Client Acquisition Process

    After years of consulting with many of the most successful advisors, especially during this recent period of unprecedented turbulence and uncertainty, Duncan MacPherson has taken that experience and created a presentation that helps advisers thrive rather than just survive, and in the process, take their client acquisition results to the next level. In the Cracking the Code – Mastering the Client Acquisition Process presentation, Duncan focuses on three essential components that virtually all financial advisers can use to identify untapped opportunities that exist in their respective businesses.

    1. Client Acquisition Through Client Referrals – Maximizing Client Relationships
    2. Client Acquisition Through Partner Referrals – Engaging Strategic Partners
    3. Client Acquisition Through Target Marketing – A Professional Prospecting Process

Duncan Macpherson Speaker Videos

  • Why Don't Your Clients Refer? - YouTube
    Financial Advisor CRM Demonstration - Pareto Platform CRM ...

Duncan Macpherson News

Tell us about your event!

During normal business hours, we respond to most inquiries within 4 hours.

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Speakers Similar to Duncan Macpherson

This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent and wish to request a profile update or removal from our online directory, please submit a profile request form.

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