Duncan MacPherson

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Duncan MacPherson Financial advisors don’t need more noise. They need clarity, process, and a business built to last.

Duncan MacPherson helps growth-minded advisors scale strategically, deepen client engagement, and build enterprise value through proven systems.

10/12/2026

How Advisors Grow by Taking on Less

Marketing gets you noticed. Positioning gives people a reason to choose you.I've seen many financial advisors invest sig...
10/09/2026

Marketing gets you noticed. Positioning gives people a reason to choose you.

I've seen many financial advisors invest significant time and resources into marketing without first getting clear on what actually makes them different.

Visibility is important, but visibility alone doesn't create professional contrast.

When a prospective client evaluates your value, you don't want the conversation to revolve entirely around products, pricing, and performance. You want them to understand your people, your practice, and your process, the things that make your approach distinctive and your client experience worth talking about.

That's where positioning becomes so important.

The goal isn't simply to reach more people. It's to ensure the right people understand who you serve, what you do differently, and why that difference matters.

Positioning comes first. Marketing amplifies it.

If you're looking to strengthen your positioning, create greater professional contrast, and build a more referable advisory business, book a complimentary 15-minute conversation with our team: paretosys.co/book-a-call

10/09/2026

Your Next-Gen Advisor Has an Edge You Need

10/07/2026

Can Your Child Actually Run Your Business?
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Before 2026 ends, take a hard look at what you’re carrying into the new year.1️⃣ Unfinished client follow-upLoose ends c...
10/06/2026

Before 2026 ends, take a hard look at what you’re carrying into the new year.

1️⃣ Unfinished client follow-up
Loose ends create friction. Every unanswered email, unmade introduction, or delayed next step is something your team has to keep carrying.

2️⃣ Processes that still depend on you
If the business slows down every time you step away, that isn’t scale. It’s dependency.

3️⃣ Team issues you keep working around
Unclear roles, weak accountability, or avoiding a difficult conversation rarely fixes itself with time.

4️⃣ Too much low-value activity
A full calendar can still be a sign of poor allocation. The question is whether your time is going toward the work only you can do.

5️⃣ No clear priority for 2027
Starting the year with ten goals usually means starting with none. Identify the one initiative that would create the biggest lift.

Finishing strong isn’t about doing more. It’s about creating enough clarity to move into 2027 with fewer bottlenecks and more momentum.

And if you want to go deeper on that, join me for our upcoming webinar on staying relevant in the age of AI and alternatives. We’ll talk about where the advisory profession is heading and what you can do now to position your practice for what’s next.

Register here: paretosys.co/finishstrong

10/05/2026

How This Advisor Helped His Son Find His Role
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A stronger advisory business is built through intentional, repeatable actions.Our latest blog shares 4 practical strateg...
09/24/2026

A stronger advisory business is built through intentional, repeatable actions.

Our latest blog shares 4 practical strategies financial advisors can use to strengthen relationships, create more advocacy, and build momentum.

Read it here: paretosys.co/strategies

Strong teams don’t happen by accident.In this week’s Coach Spotlight, we’re featuring Christian Weirich, Pareto Coach, T...
09/23/2026

Strong teams don’t happen by accident.

In this week’s Coach Spotlight, we’re featuring Christian Weirich, Pareto Coach, Team Development Strategist, and Strengths-Based Business Consultant. Christian helps advisory teams create greater clarity, alignment, and accountability so they can perform at a higher level.

With nearly 30 years in financial services and experience supporting teams across wirehouses, regional firms, and independent RIAs, Christian brings a deep understanding of what high-performing teams need to grow and scale. His approach combines Pareto’s proven frameworks with strengths-based coaching to improve trust, communication, collaboration, and ex*****on.

The goal is simple: help good teams become more aligned, more accountable, and more effective.

If you’re looking to build a stronger, more scalable advisory team, explore how Christian and Pareto Coaching can help here: paretosys.co/coaching

These are seven books that helped shape the way I think about business, leadership, investing, and life.I first read man...
09/22/2026

These are seven books that helped shape the way I think about business, leadership, investing, and life.

I first read many of them in the 1990s, and what stayed with me wasn’t just the information. It was the way they taught me how to think, not what to think.

That distinction matters.

The best books are not simply timely. They are timeless. You can come back to them years later, in a different season of your life or career, and find a completely different lesson waiting for you.

Here are seven I believe every financial advisor should have on their shelf:

The Advisor Playbook — Duncan MacPherson & Chris Jeppesen

The Seasons of Life — Jim Rohn

The 7 Habits of Highly Effective People — Stephen R. Covey
Investment Biker — Jim Rogers

A Short History of Financial Euphoria — John Kenneth Galbraith

The Millionaire Next Door — Thomas J. Stanley & William D. Danko

The E-Myth Revisited — Michael E. Ge**er

Some of these shaped how I think about people. Others shaped how I think about markets, discipline, business systems, and long-term success.

But they all share one thing: their lessons still hold up.
What book has had the biggest impact on the way you think?

If you’re ready to take your practice to the next level, click here to book a 15-minute call with our team: paretosys.co/book-a-call

09/21/2026

Why Advisors Need to Get Closer to Money in Motion

If you’re ready to take your practice to the next level, click here to book a 15-minute call with our team: paretosys.co/book-a-call

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Kelowna, BC
V1Y5Y7

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