# Duncan Macpherson

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The Mystery of the Double A with Terry Gronbeck-Jones (Ep. 99)

Why do some of your best clients, the ones with real revenue and a great attitude, never actually refer you to anyone? Terry Gronbeck-Jones calls this the mystery of the double A, and in this episode, he joins Duncan MacPherson to finally solve it. Join Duncan MacPherson for an in-depth conversati…

The Mystery of the Double A with Terry Gronbeck-Jones (Ep. 99)

Why do some of your best clients, the ones with real revenue and a great attitude, never actually refer you to anyone? Terry Gronbeck-Jones calls this the mystery of the double A, and in this episode, he joins Duncan MacPherson to finally solve it. Join Duncan MacPherson for an in-depth conversati…

Case 303: Duncan MacPherson

· udskrift
When 23-year-old Canadian ice hockey player Duncan MacPherson accepted a coaching job in Scotland, he was ready for his next adventure. But when Duncan failed to show up for the first day of his new job, serious concerns were raised about his well being. A desperate search led his parents Bob and L…

From Clients to Legacy with Chris Jeppesen (Ep. 100)

What if the greatest opportunity to grow your business isn’t finding more clients, but creating more value for the ones you already have? In this milestone 100th episode, Duncan MacPherson explores how advisors become indispensable by deepening relationships and becoming the first call long before …

From Clients to Legacy with Chris Jeppesen (Ep. 100)

What if the greatest opportunity to grow your business isn’t finding more clients, but creating more value for the ones you already have? In this milestone 100th episode, Duncan MacPherson explores how advisors become indispensable by deepening relationships and becoming the first call long before …

NextGen Advisor Excellence with Alex Murphy (Ep. 101)

The old rule was simple: earn your stripes the hard way, then make the next generation earn theirs too. Alex Murphy thinks that rule is exactly what’s holding the industry back. As Chief Operating Officer at Cedarwood Financial Partners and host of the Beyond the Trees podcast, Alex helped found C…

NextGen Advisor Excellence with Alex Murphy (Ep. 101)

The old rule was simple: earn your stripes the hard way, then make the next generation earn theirs too. Alex Murphy thinks that rule is exactly what’s holding the industry back. As Chief Operating Officer at Cedarwood Financial Partners and host of the Beyond the Trees podcast, Alex helped found C…

129: Duncan MacPherson | Top 50 Most Innovative Voices in Advisor Growth Series

What does it take to build an advisory business that grows without consuming the life of the advisor who created it?In this episode of Top 50 Most Innovative Voices in Advisor Growth, Gabe McManus talks with Duncan MacPherson, founder and CEO of Pareto Systems, author of The Advisor Playbook and Th…

Don’t Pitch It, Position It with Chris Reynolds (Ep. 102)

Most advisors talk about alternative investments the way they’d talk about any new product: something to explain, justify, and hope the client buys into. Chris Reynolds says that’s exactly the wrong way to think about it. Chris has spent nearly three decades building one of the industry’s most res…

Don’t Pitch It, Position It with Chris Reynolds (Ep. 102)

Most advisors talk about alternative investments the way they’d talk about any new product: something to explain, justify, and hope the client buys into. Chris Reynolds says that’s exactly the wrong way to think about it. Chris has spent nearly three decades building one of the industry’s most res…