Session Description

Too many advisors are seen as salespeople looking for the next sale. A lot of advisors have existing clients that do not know how to describe them to friends and family. Are you perceived as a consultant focused on process, or as a salesperson focused on commissions? MacPherson addresses three issues that are important to financial professionals: outstanding personal branding, client acquisition, and organization and structure — so that you can run your business like a business and restore liberation and order to your life.

Biography

Duncan MacPherson is chief executive officer of Pareto Systems, an industry-leading business development firm dedicated to the elite professionals and companies within the financial services sector. MacPherson 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
101 – 1593 Sutherland Avenue
Kelowna, BC V1X 5Y7 Canada

Email: dmacpherson@paretosystems.com
Phone: 866-593-8020
Website: www.paretosystems.com
Twitter: @Duncan8020