"In an hour, Duncan MacPherson provided several useful, timely and actionable ideas for a Financial Consultants. His energy and positivity around Practice Management was infectious. The entire audience was on the edge of their seats, yearning for more information and wishing that Duncan could speak for more than an hour! The best part is that each participant left the room with immediate ideas to weave into his/her practice, rather than being left with generic information."Julie Genjac - Vice President, Senior Practice Management Consultant - D.A. Davidson & Co
"I have worked with Duncan MacPherson and Pareto Systems extensively over the past 10 years including most recently 3 Advisor workshops. Duncan consistently delivers very specific, actionable and repeatable best practices to top Advisors and does so in a very engaging manner. He is also committed to ensuring the value doesn't end when the program ends and works closely with sales managers and Advisors to follow through and provide accountability."Tash Elwyn - President - Raymond James & Associates
"I have hired Duncan three separate times to speak to RIAs, independent financial advisors and CPAs. He has a uniquely engaging and memorable style that captivates advisors, helping them understand how they can be liberated from their businesses while doing the right thing for their clients. What Duncan teaches is not revolutionary, but adoption of the proven Pareto process dramatically changes advisors' lives. In fact, each advisor that engaged with Pareto and Duncan after hearing him speak has thanked me for introducing him and "saving their practices and their sanity."Brian M. Finnigan - Chief Marketing Officer - 1st Global
"I have had two events at which Duncan spoke. The first was in Charlotte, NC for UBS and the second was in Atlanta which was open to all advisors. Both of these meetings were very well attended and the feedback from Advisors was amazing. It seems folks couldn't get enough of Duncan's ideas and were starving for more. I will be attending a Merrill Lynch Top Advisor meeting next week. We are sponsoring Duncan to speak there as well. I expect that the response will be the same from those Advisors too..."Michael J. Darr - Vice President - First Trust Advisors
"He was outstanding! We got great reviews on him and our SMO is talking to him about hiring him to do staff training of our sales force."Bill Lee - Eagles Talent Speakers Bureau
"Duncan did a nice job and I know in follow-up conversations with several reps, they appreciated his ideas and plan to incorporate some of his thoughts into their daily routines."Scott Cawley - Associate Director - The Principal Funds Distributor Inc.
"I first came to know Duncan through a speakers bureau... Duncan spoke to our group for just over 90 minutes and to this day I receive comments from Producers who attended that event saying it was by far the best presentation they had ever seen and that many of the principals that Duncan taught that afternoon remain a part of their practice today. That same presentation translated to my Team of 52 Marketers, Admin and support staff that were responsible for nearly $1.7 billion in annuity premium. That Team to this day uses phrases and terminology that Duncan taught them and the growth continues. I consider that one of Duncan's greatest strengths..."Steve Phillips - President - The Producer Protocol
"Thanks again for the outstanding presentation at the Academy Fall Summit. As you know, the Academy has been around now since 1993 and we have had many outside speakers on our agenda over the years. Having seen you speak at another conference gave us complete confidence in both your material and ability to deliver. However, there really is nothing more gratifying than watching the presentation at our conference, seeing a true professional in action and knowing the audience is engaged as well as receiving valuable information. This was all confirmed from the excellent evaluation forms we received back from our Members."Sanford M. Fisch - CEO & Co-Founder - American Academy of Estate Planning Attorneys