Duncan MacPherson
Business coach for financial advisors in Ontario, Canada
| Hourly rate range | $100 to $225 an hour |
|---|---|
| Focus areas | |
| Works with | Founders and business owners and Professionals |
| Also coaches | Executive coach |
| Based in | Ontario, Canada |
| Sessions | Online and in person |
| Practice | Pareto Systems |
Duncan MacPherson is a business coach for financial advisors. He leads Pareto Systems, a coaching firm built only for advisors who want to grow their practice in a steady, predictable way. He is a best-selling author and hosts a podcast with over 100 episodes. He also speaks at events and runs webinars. His work covers referrals, team building, and building the value of an advisory practice.
What Duncan helps with
Duncan works with financial advisors who want to grow their practice with more predictability and less wasted time. His focus is putting proven systems into use.
- Getting more referrals from ideal clients
- Building a brand that earns referrals
- Building and onboarding a high-performing advisor team
- Planning succession and building enterprise value
- Selling a minority stake in an RIA or wealth practice
- Finding strategic partners for referral relationships
- Deepening relationships with existing clients
- Tracking growth with practice benchmarks
Who Duncan works with
Duncan coaches financial advisors, from newer advisors to experienced ones who feel stuck. Clients run advisory or wealth management practices and want to grow, work more efficiently, improve the client experience, and build the value of the business.
How Duncan works
Each client is paired with a dedicated coach and gets a plan built around their own business. The work centers on putting ideas into action, with a high level of accountability. Progress is tracked with KPI benchmarks. Clients can also take a free Practice Management Index score, which measures growth, efficiency, client experience, and enterprise value. Pareto also offers a set of repeatable programs, including a six-part client process and a two-step system for building referral partners.
Background and qualifications
Duncan MacPherson is the founder voice behind Pareto Systems, a firm that offers coaching, speaking, and enterprise programs for financial advisors. He is a best-selling author and hosts a podcast where he interviews advisors and industry experts. He has written on team building, testimonials under the SEC Marketing Rule, and building a practice that can scale. He also speaks on the road at events in cities such as St. Louis and Scottsdale.
Duncan MacPherson pricing
Programs and services
- One-on-one coaching with a dedicated coach
- Online self-guided coaching
- Turnkey Advisor Membership
- Mastermind
- Complimentary business assessment
- Speaking and workshops
Duncan MacPherson reviews
The CoachVouch take
He built a coaching firm only for financial advisors, with its own practice benchmark score and a podcast of more than 100 episodes.
Best for financial advisors who want to grow referrals, build a stronger team, and raise the value of their practice.
Common questions
How much does Duncan MacPherson charge?
Coaching with Duncan runs $100 to $225 an hour. Message Duncan from this page for an exact quote.
What does Duncan MacPherson help with?
Duncan MacPherson helps with getting more referrals from ideal clients, building a brand that earns referrals, building and onboarding a high-performing advisor team and planning succession and building enterprise value.
Does Duncan MacPherson coach online?
Duncan is based in Ontario, Canada. Sessions are online and in person.
Does Duncan MacPherson offer coaching for teams?
Yes. Pareto Systems offers enterprise coaching, and Duncan writes on building high-performing advisor teams.
Can I start with something other than one-on-one coaching?
Yes. Pareto offers online self-guided coaching, a turnkey membership, and a free business assessment.
How do I contact Duncan MacPherson?
Send Duncan a message from this page. It's free and takes a minute.
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Last updated September 2026. Request a correction.