Total Client Engagement - Become their Personal CFO

Program: Total Client Engagement

Program Type: 1:1 Coaching

Duration: Three to four months

To get started today give us a call at 1.866.593.8020 or click here:    Get Started

Total Client Engagement

A step-by-step implementation plan for the Fee-Worthy Advisor. Duncan MacPherson has developed and refined a process that will have your clients focusing not on your cost but on your worth.

You will have access to our groundbreaking process that will articulate your value and provide a turnkey branding strategy, which will elevate the client experience to ensure that you competitor-proof your best clients and attract your ideal client.


  • Agendas
  • Introduction Kits
  • Scripts, Templates and Letters
  • Access to Branded Personal Financial Organizers (Genuine Leather Binders)

This actionable proven process will enable you to quickly and predictably:

  • Competitor-Proof Clients
  • Gain Their Full Empowerment
  • Create Referral-Generating Advocates

This turnkey process can plug and play into:

  • Your current on-boarding process to fast-track to empowerment and advocacy
  • Your current client review process to reframe and maximize existing relationships

Duration and Time Commitment

Three Month Program and approximately 2-3 hours per week for program study and implementation.

1:1 Coaching Calls

Total Client Engagement includes an onboarding call, three linked and sequential coaching calls, and implementation "check-ins" via phone and email with a Pareto Business Advisor.

Access to Pareto Academy

The program is supported and made actionable by the Pareto Academy, which is an online virtual coaching application that contains additional step-by-step resources for implementing the strategies in each module. Resources include videos, articles, scripts, templates and worksheets.

Duncan MacPherson

"After 20 years of working with some of the most effective advisors in the business, this is the most actionable, professional and predictable process I have ever assimilated! Nothing I've ever seen produces a more meaningful ROI and measurable results."

-Duncan MacPherson

Schedule a Call:

Total Client Engagement

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