Actionable AI Strategies for Advisors with Duncan MacPherson

Resilient Advisor Podcast

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6M ago 41:13

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What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That’s not a fantasy. It’s what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionable strategies from his groundbreaking new white paper: “AI for the Financial Professional.”

Duncan breaks down how advisors can leverage AI to:

Systematize client experiences
Create proprietary intellectual property
Enhance CRM usage
Boost productivity and free up time
Maximize enterprise value and build a practice that lasts

This conversation isn’t about theory — it’s a tactical, step-by-step roadmap for forward-thinking financial professionals.

📥 Download the White Paper: ParetoSystems.com

Timestamps:

00:00 – Why AI is the next frontier for advisors
01:08 – Meet Duncan MacPherson & the new white paper
03:02 – Why AI adoption is no longer optional
05:11 – Liberating your time with the “hourglass vs shopping cart” analogy
07:42 – Staying current: AI resources advisors should follow
10:30 – How AI helped during a personal crisis
14:12 – How AI is reshaping high-stakes client meetings
16:10 – Prepping for high-net-worth prospects using prompts
17:34 – AI as a productivity tool, not a threat
20:05 – Role–Goal–Soul: A framework for better AI prompts
24:10 – How to create scalable, referable client experiences
26:12 – Content marketing in the age of AI
30:28 – CRM, AI, and emotional intelligence
35:40 – How to overcome resistance to AI in your practice
38:55 – Long-term business impact: Building enterprise value with AI
40:34 – Finding the balance between AI and EI (emotional intelligence)

🎙️ Guest Bio: Duncan MacPherson is the CEO of Pareto Systems and co-author of The Blue Square Method and The Advisor Playbook. He is one of the most respected voices in practice management, helping top advisors build scalable, referable, and franchise-ready businesses.

Connect with Duncan: 🔗 ParetoSystems.com 🔗 Follow Duncan on LinkedIn: linkedin.com/in/duncanmhttps://www.linkedin.com/in/duncanmacpherson/

Connect with Jay: 🌐 ResilientAdvisor.com 🎥 YouTube: @sjaycoulter 📩 Subscribe for updates, tools, and resources.

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