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.

If you missed the live sessions, you can still catch the full Alternative Investments Masterclass on demand.Across this ...
08/24/2026

If you missed the live sessions, you can still catch the full Alternative Investments Masterclass on demand.

Across this four-part series, I walk through how financial advisors can position alternative investments as an extension of their process, not simply as another product, idea, or trade.

The goal is to strengthen your positioning, deepen client relationships, and become more relevant as clients are increasingly exposed to private markets, alternative income, tax-efficient strategies, and other opportunities beyond the traditional portfolio.

The full series is now available inside Turnkey Advisor.

Watch it on demand here: paretosys.co/pa

08/21/2026

Why the Little Things Matter Most

08/20/2026

Alternative investments are no longer a side conversation. They are becoming part of how financial advisors navigate liquidity events, tax planning, wealth transfer, and increasingly complex client needs.

In this episode of Always On, I sit down with Matt Doran of First Trust to discuss why companies are staying private longer, how the advisor’s role is evolving, and why alternatives should be positioned within a broader planning process, not pitched as another product.

We also explore what it means to become the client’s first call, coordinate the professionals surrounding them, and build a process that strengthens trust, fee-worthiness, and long-term advocacy.

Catch the latest episode here: paretosys.co/aodm-98

08/19/2026

The Next Big Shift for Financial Advisors

08/18/2026

Could alternative investments become the wedge a competitor uses to disrupt one of your longest-standing client relationships?

Clients are hearing more about private markets, alternative income, tax-efficient strategies, and new approaches to portfolio construction. If those conversations are not happening with their current advisor, they may begin to wonder whether their needs have outgrown the relationship.

In this clip from *Always On*, Matt Doran and I discuss how alternatives can create competitive disruption—and why thoughtfully positioning these conversations within your process can help protect relationships, reinforce your relevance, and keep you part of the conversation.

Listen to the full episode here: paretosys.co/aodm-98

Building a high-performing advisory team starts with understanding the people behind the roles.In this Coach Spotlight, ...
08/12/2026

Building a high-performing advisory team starts with understanding the people behind the roles.

In this Coach Spotlight, we’re featuring Elaine Christakos, Pareto Systems Business Consultant, Team Performance Coach, and Behavioral Strategist. Elaine helps financial advisory teams improve communication, make better hiring decisions, strengthen team dynamics, and create greater alignment, trust, and accountability.

By combining behavioral strategy with practice management, Elaine helps teams operate with greater clarity, cohesion, and confidence.

Looking to build a more aligned, high-performing advisory team? Explore how Elaine and Pareto Coaching can help here: paretosys.co/coaching

The conversation around alternative investments is already happening. The question is whether your clients see you as pa...
08/11/2026

The conversation around alternative investments is already happening. The question is whether your clients see you as part of it.

Today, I’m kicking off Session 1 of our Alternative Investments Masterclass, where I’ll share how financial advisors can position alternatives as an extension of their process, not as another product, idea, or trade.

The goal is to help you strengthen your positioning, deepen client relationships, and become the first call before significant investment decisions are made.

Session 1 starts today. Join me here: paretosys.co/aimc

Great to see Tyler Murray and Grant Gamble CFP on the ground at LPL Focus 2026, representing Pareto Systems and connecti...
08/10/2026

Great to see Tyler Murray and Grant Gamble CFP on the ground at LPL Focus 2026, representing Pareto Systems and connecting with financial advisors from across the LPL Financial community.

They’re there to have practical conversations around client engagement, referral growth, team capacity, operational efficiency, and building a more predictable, scalable business.

If you’re at Focus, make sure to say hello and connect with Tyler and Grant while they’re there.

Book a 15-minute conversation with them here: paretosys.co/focus2026

08/07/2026

Take Your Advisory Business Further

08/07/2026

The Mistake Financial Advisors Make

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