THE ADVISOR PLAYBOOK

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About the Authors

Duncan MacPherson is the CEO of Pareto Systems, a practice management and business development consulting firm dedicated to improving the productivity of professional advisors. Duncan has spent the last 20 years traveling the world speaking at conferences and coaching top performers on how to deploy a process that will unlock their full potential personally and professionally.

Along with his team of coaches, he has developed and refined several one-to-one consulting programs including The Pareto System, The Fee-worthy Advisor, Succession 360 and the Advisor Flight Plan. He has also collaborated with enterprise clients to create one-to-many solutions, including train-the-trainer approaches.

Those experiences are invested into a philosophy that says stewardship is more attractive than salesmanship, and a process that makes implementation predictable and sustainable.

Duncan lives in Kelowna, British Columbia, Canada. You can find him on Linked in at ca.linkedin.com/in/duncanmacpherson.

Chris Jeppesen is Head of Advisory Practices at First Trust, a firm known not only for its robust investment product line which includes UITs, ETFs, SMAs and VAs (to name a few), but also for its commitment to the growth of financial advisors. First Trust has dedicated many years to finding (and investing in) creative ways to help financial advisors grow their practices.

As the Head of Advisory Practices, Chris's goal over the last 18 years has been to give financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty. First Trust has helped develop this model through a broad range of investment, advisory and management solutions and Chris takes pride in the recognition First Trust has received for this solution-based approach.

The Advisor Playbook is the culmination of his years of practice management and seeing financial advisors achieve success through these proven methods and strategies.

Pareto Academy The Advisor Playbook