Duncan MacPherson

🎙 🎙 NEW EPISODE OUT NOW 🎙 🎙 Why Elite Financial Advisors Think Differently with Jason Westover and Mike "Cy" Cajthaml Jr. - Always On with Duncan MacPherson Podcast, Ep. 91 Tune in here: paretosys.co/ao_bb #podcast #financialadvisor #practicemanagement #alwaysonpodcast

Most people are busy. Few are productive. 80% of your outcomes come from 20% of your effort. Find the work that matters. Protect it. Double it. Your future self will thank you. #Finance #Pareto

@Pareto_Systems Creating Scale, Freedom, and Enterprise Value that Lasts paretosystems.com/blog/creating-…

I’m listening to The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77) ♫ @iHeartRadio iheart.com/podcast/269-al…

🤝 The next generation is eager to learn. 🤝 ✅ Don’t wait until they come to you. Show them you’re invested in their success today. Always On Podcast: Apple Podcasts: paretosys.co/ao_ap Spotify: paretosys.co/ao_sp Find Your Channel: paretosys.co/ao_bb

WEBINAR INVITATION: Driving Enterprise Growth - Strategies to Scale Advisor Success, Retain Clients, and Boost Net New Assets Reserve your spot here: paretosys.co/webinars Can’t make it, register anyway and we’ll send you the link to the recording following the #webinar.

🎙NEW EPISODE OUT NOW 📷 The Power of Personalized Gratitude: Building Client Loyalty with Cathi Durrell - Always On with Duncan MacPherson Podcast, Ep. 64 - Find Your Channel: paretosys.co/ao_bb #podcast #businessdevelopment #practicemanagement #financialadvisors

🚫Lowering your fees to win clients often diminishes your perceived value. 💪Stick to your principles and focus on the long-term relationship instead of making short-term compromises. Clients are not always looking for the cheapest option—they’re looking for the best. #podcast

Learn how to effectively market to your current clients with actionable examples in the Always On podcast featuring guests Seth Diener and Alex Lerch: paretosys.co/AODM_ep55

Don’t overlook your existing clients in marketing! Reframing/reinforcing your value and garnering a newfound appreciation among them is a great way to increase testimonials and referrals. #podcast #businessdevelopment #practicemanagement

Communicating Your Value It's about uncovering the real value behind your suite of services and ensuring your practice not only meets but exceeds client needs. Stream the new episode of Always On here 👉 paretosys.co/AODM_ep53 #podcast #businessdevelopment

Re-Imagining Growth You’re taking all aspects of your enterprise value seriously. You’ve got a fundamentally sound business. The metrics are impressive. Client loyalty, longevity and engagement are measurable. The EBITDA is strong. Your feeworthiness is…lnkd.in/g55QmzxS

Are you a financial advisor looking to sell your practice?   You may have heard that interest rate increases have decreased the opportunity to sell your practice.   However, this is a myth according to @oXYGenFinancial, who has helped several advisors nav…lnkd.in/g2EK_S5f

As a financial advisor, de-risking and accelerating your net worth might be your top priority at the moment.   And a partial sale may be a great way to achieve this goal!   As Ted Jenkin explains in the Always On podcast, advisors won't get the same multi…lnkd.in/gEMtEc_r

It might seem counterintuitive as an entrepreneur, but your goal should be to make yourself obsolete!   In other words, your business should be able to run efficiently without you having to be present.   Once you get there, exiting the business becomes ea…lnkd.in/gPsMzhbY

Show your clients that you care, and do that with a high quality greeting card! Our friends at Lavish Cards have already started taking Thanksgiving orders, so be sure to contact them now to ensure you can get your cards out on time. Call them toll-free:…lnkd.in/gtrQt7n3

An absolute privilege to join the conversation on the Wicked Pissah Podcast with esteemed Past Presidents of the Financial Planning Association of New England Chapter, Brad Wright CFP® & @SMoreChrisBoyd. Their relentless commitment to empowering professio…lnkd.in/g7J8dZtT

Many business owners use an IPO as part of their exit strategy.   If you, too, want to take your business public and maximize the enterprise value of your business, check out this short clip of the latest “Always On” podcast that describes models that wil…lnkd.in/gjXzDjd5

Thrilled to support the Central Okanagan Food Bank at their 2nd Annual Golf Tournament at Gallagher's Canyon Golf & Country Club . Our team had a blast at the event. In the photo, meet our Pareto Systems Team members (from left to right) - Tyler Murray,…lnkd.in/gV2yD_D6

When you sell a business, there are multiple ways you can structure the deal.   Before you sit at the table and start negotiating the terms of your sale, I encourage you to check out the latest "Always On" podcast.   In this episode, guest @oXYGenFinancia…lnkd.in/gxmENGAp