The Advisor Advancement Podcast Network

16 Ways From Sunday Ep. 11 - Duncan MacPherson: On Personal Introductions, Fit Process, and Systemization


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In this episode of 16 Ways from Sunday, Mark Mersman interviews Duncan MacPherson, Founder and CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies with the knowledge-for-profit sector. He has written two best selling books: Breakthrough Business Development and The Advisor Playbook. This episode reveals Duncan’s approach to a fit process, gaining client advocacy, and systemization.

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The Advisor Advancement Podcast NetworkBy USA Financial

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