The Advisor of the Future Workshop


Presented by Duncan MacPherson

The Advisor of the Future Workshop

A Proven Process to help you Explore, Evolve and Expand your business

Duncan MacPherson linkedin mini icon , co-founder of Pareto Systems, works closely with some of the most effective financial advisors in the business. This presentation is filled with actionable, proven strategies that you can translate into measurable results – quickly and predictably.

This is not just another workshop. Duncan has developed and refined an industrial strength process that will generate results. Think of it as jet fuel for your business.


Duncan will address the 5 most pressing issues of a financial advisor in Canada:

1. The Fee-Worthy Advisor to get out-in front of fee disclosure and ensure your clients focus on what you are worth rather than what you cost
2. Outstanding Branding to ensure you are perceived and described as a consultant with a process rather than as a salesperson with a quota
3. Client Acquisition so that you can consistently attract high value clients rather than endlessly chasing them
4. Organization and Structure so that you can run your business like a business and restore liberation and order to your life
5. The Next 5 Years to strategically plan your ideal life and business so that ultimately you are positioned for anything


Register via PayPal


Toronto – July 10
The Fairmont Royal York
100 Front Street W

1 to 4 pm

Optional Bonus Q & A session – 4 to 5 pm

Investment: $95

**You will receive all logistical details via email after you have placed your order.


Financial Advisor WorkshopTake Action to Unlock Your Full Potential!

  • Explore to determine the missing piece to your full potential
  • Evolve with minor adjustments that will lead to major improvements
  • Expand your thinking and possibilities