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2018-03-20 00:00:00 • 36 minute podcast

In what may be Top Advisor Marketing's most organic podcast to date, Matt is joined by President and CEO of Pareto Systems, Duncan MacPherson. In addition to his incredible business, Duncan is also the author of "The Advisor Playback" one of the most sought after books on the market when it comes to being a financial advisor. In this uniquely style podcast, Duncan is excited to bring our listeners a consultation and actionable process, rather than a lecture.

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2018-02-14 00:00:00 • 38:30 Listen

This weeks guest is Duncan MacPherson, as CEO of Pareto Systems, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the knowledge-for-profit sector.

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2017-12-06 00:00:00 • 25 second read
One of our coaches, Elaine Christakos, shared this with me today. It touches on how important process is to our clients: I was speaking with an incredibly successful client today that has the opportunity and responsibility, within his firm, to travel to other advisors’ offices and help them improve their businesses. He offers those advisors strategies and input from his vast range of experience, as well as corporate business-building information and workshops. To me he said ‘there are other training and coaching programs out there, but they offer the bare minimum of accountability. I recommend Pareto regularly because it is all that and more. It is a process’.
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