PMI 2020 Virtual Forum Duncan MacPherson
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This is a Virtual Forum with topics of interest for PMI members.

3/31/2020
When: Tues. March 31, 2020
11:30 am (Eastern)
Where: Conference Call
United States
Presenter: Duncan MacPherson, CEO of Pareto Systems
Contact: PMI Staff


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Meeting link and dial numbers will be sent to you via email once you have registered.

These calls are recorded  and will be available for replay to PMI Members.

Recommendations and Requests for future monthly speakers can be sent to admin@pminstitute.org

These webinars have been submitted for Continuing Education Credits for CPM, CFP, and CIMA.
Members must attend the live webinar to earn CEU's.


Speaker: Duncan MacPherson, CEO of Pareto Systems

Topic: This is Why you Became a Financial Advisor

What you should be doing right now to be the voice of reason for your clients in these volatile times.


About the Speaker: Duncan MacPherson 

Duncan is the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the knowledge-for-profit sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.

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.