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Position alternatives without pitching products
Frame alternatives as part of a broader planning, risk management, and diversification conversation.
Multi-Day Deep Dive Masterclass
How to Professionally Position Alternative Investments Within Your Process
A practical masterclass for financial advisors who want to expand relevance, deepen client engagement, and introduce alternative investment conversations without sounding transactional or product-driven.
Led by
Duncan MacPherson
Deep Dive Masterclass on professionally positioning alternative investments within your process.
Why this matters now
Your clients are already hearing about alternatives.
The question is whether you are part of the conversation.
Alternative investments are no longer sitting on the fringe of the wealth conversation. Clients are hearing about private credit, real estate, precious metals, digital assets, private equity, infrastructure, and other non-traditional opportunities through media, peer groups, podcasts, influencers, family members, business networks, and social circles.
This masterclass will help you become the trusted professional who helps clients interpret complexity, evaluate fit, understand risk, and place these conversations into the broader context of their financial life.
“These questions are not always requests to implement. Often, they are requests for perspective.”
That distinction matters.Client questions are changing
Be ready when clients ask, “What do you think?”
When you can respond with structure, context, and confidence, you become more than a portfolio manager. You become an indispensable sounding board for the client’s entire financial life.
What do you think about private credit?
Should I be looking at precious metals?
A friend sent me a real estate prospectus. Can you look at it?
My business-owner friends are selling to private equity. Should I be thinking about that?
My kids are talking about blockchain, AI, and digital assets. Is there something here?
What you will learn
Designed for advisors who want to position, not pitch.
This is not a masterclass about chasing the latest investment trend. It is about helping advisors respond to a changing landscape with professionalism, structure, and confidence.
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Soft launch the conversation with clients
Use agenda items, review meetings, planning conversations, and simple prompts that open the door without pressure.
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Become the client’s strategic sounding board
Position yourself as the person clients call before acting on outside opportunities, private deals, or emerging themes.
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Separate signal from noise
Help clients think critically about hype, FOMO, liquidity, risk, incentives, and overall fit.
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Connect alternatives to your process
Integrate the conversation into your planning process, service model, review meetings, and client education.
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Deepen engagement and fee-worthiness
Uncover outside assets, identify money-in-motion opportunities, and reinforce your long-term value.
4 Deep Dive Sessions
Join Duncan MacPherson for four practical sessions focused on positioning, scripting, process deployment, and implementation.
Session 1Tuesday, Aug 11
Session 2Thursday, Aug 13
Session 3Tuesday, Aug 18
Session 4Thursday, Aug 20
All sessions at 11am PT/2pm ET
Expected outcomes
By the end of the masterclass, advisors will be able to:
Clearly explain why alternative investment conversations belong inside their planning process.
Introduce the topic without creating sales pressure or product skepticism.
Use simple scripting to open client conversations naturally.
Position themselves as a strategic sounding board for outside opportunities.
Identify clients who may be predisposed to alternative investment conversations.
Build a practical 90-day implementation plan.
What’s included
Resources to support implementation.
Participants receive practical tools they can use with their team, inside client meetings, and throughout the first 100 days of deployment.
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Positioning alternative investment whitepaper
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Soft launch scripting and approach
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Process positioning
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Process deployment
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First 100 days fast tracking
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Value added support team enhancement
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Supplemental resources
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Branding your process
Pricing
Choose the masterclass option that fits your team.
$299Pareto Clients or Turnkey Advisor Members
Team Masterclass Package
For teams that want the four-session deep dive and masterclass resources.
$499/team
- 4 deep dive sessions with Duncan MacPherson
- Masterclass resources and implementation tools
Most hands-on
Masterclass + Consultation w/ Duncan MacPherson
For teams that want the masterclass plus a one-to-one implementation session.
$999/team
- Everything in the Team Masterclass Package
- 60-minute one-to-one consultation with Duncan MacPherson
- Focused implementation discussion for your process and team
Reserve your spot
Register for the masterclass.
Complete the form and a Pareto team member will follow up with access details, next steps, and masterclass information.
Masterclass summary
4 Deep Dive Sessions with Duncan MacPherson focused on professionally positioning alternative investments within your process, soft launching the conversation, and deploying client-facing implementation resources.
