Duncan MacPherson

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.

06/10/2026

The Secret to Better Client Relationships

06/08/2026

Advisors Are Running Out of Time

How to Position Alternative Investments into your ProcessIn this live Pareto Systems webinar, Duncan MacPherson explores...
06/05/2026

How to Position Alternative Investments into your Process

In this live Pareto Systems webinar, Duncan MacPherson explores how advisors can strategically position alternative investments within their planning process - not as a product conversation, but as part of a deeper client engagement strategy.

As alternative investments become more mainstream, clients are increasingly researching opportunities and forming opinions before speaking with their advisor. The key question is: are you still the first call they make before a decision is made, or after?

Drawing from dozens of direct consultations with advisors who have successfully implemented this approach, Duncan will share how to strengthen trust, maintain fee-worthiness, and position yourself at the center of every important financial conversation - including investments outside your immediate process.

This session will also explore how proactive communication and “future pacing” can help advisors stay ahead of shifting client expectations while reinforcing their role as the trusted guide.

Key Takeaways:

• How to position alternative investments within your planning process
• Why becoming the “first call” matters more than ever
• Strategies to strengthen trust and increase client engagement
• How to maintain visibility across investments inside and outside your process
• Staying proactive to reinforce long-term fee-worthiness

Register free here: https://www.paretosystems.com/webinars/How-to-position-Alternative-Investments-into-your-Process-4373077057208323164

Busy at that time? No problem, all recordings and materials will be available for Turnkey Advisor Members.

06/05/2026

People Crave Directness

06/04/2026

Just because a client attends the meeting doesn't mean they're engaged.

One of the biggest blind spots in financial advice is assuming both spouses are equally connected to the planning process. Often, one partner is participating while the other is simply present.

In this conversation, Linda Sherman and I discuss why meaningful engagement goes beyond performance reviews and technical discussions. The strongest relationships are built when both partners feel heard, understood, and connected to the outcomes you're helping them achieve.

Watch the full video with Linda Sherman

06/03/2026

The Human Side of Financial Advice

Referrals aren't something you ask for. They're something you earn.The most referable advisors focus on building trust, ...
06/02/2026

Referrals aren't something you ask for. They're something you earn.

The most referable advisors focus on building trust, delivering value, and creating an experience clients naturally want to talk about. When clients understand your value and believe in your process, introductions become a natural byproduct of the relationship.

Watch the full conversation with Linda M Sherman, to learn how stronger relationships lead to stronger advocacy.

06/01/2026

The Best 5 Years of His Life

05/29/2026

The World Stops for Top Clients

05/28/2026

The Financial Advisors who will thrive in the next decade don’t just manage money, they manage relationships.

The way many clients connect with their advisors is changing. And most advisors don't see it coming.

In episode 95 of Always On, I sit down to talk about what the future of client connections actually looks like, not just buzzwords, but the mindset shift that separates advisors who retain clients for life from those who keep starting over.

A few things we unpack in this episode:

• Why the traditional "annual review" model is quietly eroding trust
• What clients are really asking for (and why most advisors miss it)
• The one behavioral change that transforms how clients see you

Watch the trailer, and if it resonates, the links to the full episode are below.

This one is worth your time.

🎧 Tune in on your favorite podcast channel and start taking your business to the next level:

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-future-of-client-connection-with-linda-sherman/id1591940149?i=1000770008303
Spotify: https://open.spotify.com/episode/73OdBNPAllywtaee1NfB9m?si=SlCz6LuGQAafAp9IzRNIjg
Find Your Channel: https://always-on-with-d-macpherson.blubrry.net/2026/05/28/the-future-of-client-connection-with-linda-sherman-ep-95/

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V1Y5Y7

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