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
2025 Annual Report on Transitions
Financial Advisor Activity Data and Deals in 2024
Download now: Financial Advisor Transition Report
Master the Art of AI Prompting
What is your business worth?
Top AI Tools for Financial Advisors
Transitioning to a new firm?
Join Pareto Mastermind Consultant Scott Hamilton for a focused, fast-paced, 30-minute webinar where he will break down the key strategies top advisors use to scale efficiently, without adding complexity or losing control of their business.
This session will provide practical, real-world insights on:
- Scalable Growth Tactics - How to expand without overextending.
- Strategic Hiring - The right time to add an advisor or paraplanner.
- Leadership and Legacy - Building a self-sustaining team and brand.
- Real-World Insights - Lessons from advisors who have achieved multi-million-dollar success.
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...
