In this conversation, Duncan McPherson shares his extensive experience in the financial advisory field, discussing the importance of patience, the evolution of coaching systems, and the life cycles of advisors. He emphasizes the significance of balancing ambition with personal life goals, the impact of time management, and the necessity of adapting to new technologies like AI. Throughout the discussion, Duncan provides insights into leadership qualities and the importance of a supportive environment for growth.

Takeaways

• The enlightened financial advisor focuses on practice and relationship management.
• Patience is key in coaching; one cannot want success more than the client.
• Advisors must understand their life cycles: coasting, cresting, and climbing.
• The business should serve the advisor's life, not the other way around.
• Time management is crucial; neglect compounds faster than discipline.
• AI is a game changer for financial advisors, liberating them to focus on relationships.

https://gobeelite.com/

Duncan McPherson, Pareto Systems CEO

Guided by a passion for unlocking potential, Duncan leads Pareto Systems as CEO, where we partner with Financial Professionals and visionary financial firms. Our goal? To architect businesses that are not just profitable, but also purposeful. Recognized for our unique methodology inspired by best practices and the principles of ‘The Blue Square Method,’ Duncan and the team aim to help professionals find their own ‘Blue Square’—that sweet spot where business aligns with passion and purpose. 

As a speaker in high demand, 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 Financial Services industry. Duncan’s expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan’s primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution. 

Duncan is also an industry best-selling author and has written many books including: The Advisor Playbook and The Blue Square Method; the mindset and best-practices of top fee-for-service professionals.

Beyond the office, Duncan loves spending time with his wife and two sons. They enjoy the four-seasons playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, tennis, pickleball and skiing. 

https://paretosystems.com/