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Duncan
Welcome to Pareto Central, the trusted source for thought leadership tailored for Financial Advisors. If you've arrived here through a trusted recommendation or discovered us in your own search, I'm glad you're here. Your interest in what we do means a lot.
At Pareto Systems, we're committed to sharing meaningful insights and processes that can enhance your practice and create positive change. Our resources-from books and podcasts to speaking engagements and webinars-are crafted to help you achieve your goals in a lasting, impactful way.
Explore, absorb, and engage with us as we continue this journey of growth. Welcome to the Pareto Systems community.
Top Financial Advisors
The Blue Square Method
It equips you with a proven philosophy and process for building the business you deserve, while tracking towards your "blue square," becoming the best version of yourself.
The Advisor Playbook
This proven financial advisor coaching process, developed by Duncan MacPherson and Chris Jeppesen, empowers you to grow your business with predictability and consistency.
The "Always On" Podcast
Grow Your Divorce Advisory Business
5 Strategic Steps From Niche to Notable
As a financial advisor who specializes in divorce, you've carved out a unique and valuable niche, often for deeply personal and empathetic reasons. Maybe you've seen a loved one struggle through a fi [...]
Testimonials and Online Reviews Marketing Strategy
2025 Insights from the Practice Management Index
Master the Art of AI Prompting
Wealth Management Firm Valuation
Video has gone from a nice-to-have to a must-have. In this behind-the-scenes session, Duncan MacPherson of Pareto Systems joins Laura Garfield of Idea Decanter and advisor Walt West to unpack how financial professionals are using video to elevate their branding, improve client communication, and ignite advocacy. This isn't theory, it's a field-tested playbook. You'll hear directly from an advisor who’s fully implemented video as an extension of his proprietary process, bringing Pareto best practices to life in a scalable, evergreen format.
Discover how strategic video content can:
- Create advocacy without asking for referrals
- Pre-frame the value of your process to new clients
- Educate and empower your professional network
- Provide timely, reassuring communication during volatile markets
Pareto System's App
Relevant & Timely Videos
Actionable Posts
In-depth Articles
Pareto Academy (if subscribed)
Duncan's YouTube Channel
Download our Guide to
Financial Advisor Coaching
The best of the best teams in history oftentimes, attribute their success to great coaching! This informative guide will help answer:
- What can a good financial advisor coach do for me?
- What questions should I ask when hiring a coach?
- What should I watch out for when hiring a coach?
- Is coaching worth the investment?
- And many more...
