Duncan MacPherson
Business coach for financial advisors in Ontario, Canada
| Hourly rate range | $100 to $225 an hour |
|---|---|
| Focus areas | |
| Works with | Professionals |
| Based in | Ontario, Canada |
| Sessions | Online |
| Practice | Pareto Systems |
Duncan MacPherson runs Pareto Systems, a coaching firm built for financial advisors. He helps advisors grow their practices in a steady, predictable way. The firm offers one-on-one coaching, online coaching, a mastermind, a turnkey membership and an AI coaching program. Duncan also travels to speak at advisor events, with stops listed in St. Louis and Scottsdale. Pareto also publishes books, a podcast, a blog and webinars for advisors.
What Duncan helps with
Duncan works with financial advisors who want to grow their practice and run it in a more predictable way.
- Scaling a financial advisory practice
- Running a more predictable business
- Freeing up more time
- Raising the level of service clients get
- Using AI in an advisor practice
- Talking with clients about the great wealth transfer
- Positioning alternative investments with clients
Who Duncan works with
Pareto Systems serves financial advisors. Its programs cover individual advisors through one-on-one and online coaching. The firm also offers enterprise coaching, which points to work with advisor firms and teams.
How Duncan works
Pareto Systems offers several ways to work together. Advisors can choose one-on-one coaching, online coaching with guided implementation, a mastermind, or a turnkey membership with tools and access. The firm also runs an AI coaching program and an advisor scoring tool called the PMI Score. Extra support includes an advisor CRM, video marketing, graphic design, greeting cards and online review tools.
Duncan MacPherson pricing
Programs and services
- One-on-one coaching
- Online coaching
- Turnkey advisor membership
- Mastermind
- AI coaching program
- Enterprise coaching
Duncan MacPherson reviews
The CoachVouch take
Duncan leads a coaching firm built only for financial advisors, with its own books, podcast and PMI Score tool.
Best for financial advisors who want to grow their practice with a clear, repeatable system.
Common questions
How much does Duncan MacPherson charge?
Coaching with Duncan runs $100 to $225 an hour. Request an intro for an exact quote.
What does Duncan MacPherson help with?
Duncan MacPherson helps with scaling a financial advisory practice, running a more predictable business, freeing up more time and raising the level of service clients get.
Does Duncan MacPherson coach online?
Duncan is based in Ontario, Canada. Sessions are online.
Does Duncan MacPherson coach groups as well as individuals?
Yes. Pareto Systems offers one-on-one coaching, a mastermind and enterprise coaching for advisor firms.
How do I contact Duncan MacPherson?
Request an intro on this page. It's free, and we'll connect you with Duncan and, if you want, 2 or 3 similar coaches to compare.
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Last updated September 2026. Request a correction.