Actionable AI Strategies for Advisors with Duncan MacPherson
Release Date: 04/11/2025
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info_outlineWhat 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:
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Systematize client experiences
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Create proprietary intellectual property
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Enhance CRM usage
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Boost productivity and free up time
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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:
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00:00 – Why AI is the next frontier for advisors
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01:08 – Meet Duncan MacPherson & the new white paper
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03:02 – Why AI adoption is no longer optional
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05:11 – Liberating your time with the “hourglass vs shopping cart” analogy
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07:42 – Staying current: AI resources advisors should follow
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10:30 – How AI helped during a personal crisis
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14:12 – How AI is reshaping high-stakes client meetings
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16:10 – Prepping for high-net-worth prospects using prompts
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17:34 – AI as a productivity tool, not a threat
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20:05 – Role–Goal–Soul: A framework for better AI prompts
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24:10 – How to create scalable, referable client experiences
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26:12 – Content marketing in the age of AI
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30:28 – CRM, AI, and emotional intelligence
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35:40 – How to overcome resistance to AI in your practice
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38:55 – Long-term business impact: Building enterprise value with AI
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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
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