Duncan MacPhersonI am the CEO of Pareto Systems, a practice management and business development consulting firm dedicated to improving the productivity of professional advisors. I've spent the last 20 years traveling the world speaking at conferences and coaching topperformers on how to deploy a process that will unlock their full potential personally and professionally. Along with my team of coaches, I have developed and refined several one-to-one consulting programs including The Pareto System, The Fee-worthy Advisor, Succession 360 and the Advisor Flight Plan. I've also collaborated with enterprise clients to create one-to-many solutions, including train-the-trainer approaches. I've invested those experiences into a philosophy that says stewardship is more attractive than salesmanship, and a process that makes implementation predictable and sustainable. My goal is that you can translate that into results using this Playbook. I live in Kelowna, British Columbia, Canada and I can be reached at dmacpherson@paretosystems. You can also find me on LinkedIn at ca.linkedin.com/in/duncanmacpherson. Read More Read Less