22. Duncan MacPherson: Advising the Advisor

As one of Duncan MacPherson’s friends likes to say, even a turkey can fly in a strong wind. And, with Baby Boomers set to hand down an estimated $84 trillion in assets across the next 25 years,¹ financial advisors may be soon soar to unprecedented heights.

Check out this episode of The Business of Advice with Cody Foster to discover why Duncan, CEO of Pareto Systems and co-author of “The Advisor Playbook,” says there’s never been a better time to be a financial professional than right now. An acclaimed keynote speaker and business coach, Duncan also shares key insights into client relations best practices, how to land “the millionaire next door” and what he believes the financial advisor of the future will look like. Download and subscribe on your favorite podcast platform today!

¹Robert Weisman. The Boston Globe. Dec. 25, 2021. “In a turbulent time, baby boomers are set to pass unprecedented wealth to younger generations.” https://www.bostonglobe.com/2021/12/25/metro/turbulent-time-baby-boomers-set-pass-unprecedented-wealth-younger-generations/. Accessed Dec. 28, 2021.

The Business of Advice with Cody Foster is provided for informational purposes. All financial professionals are responsible for the use or implementation of the ideas and strategies shared and must be aware of all applicable compliance requirements, including those of any broker-dealer or Registered Investment Adviser with which they may be affiliated, the insurance carriers they represent, federal regulations and state regulations.



LinkedIn: Duncan MacPherson
Pareto Systems App: https://www.paretosystems.com/app.html
“The Advisor Playbook” by Duncan MacPherson and Chris Jeppesen