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Hello!
I'm
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.

Duncan MacPherson
The Mindset & Best Practices of
Top Financial Advisors

The Blue Square Method

Are you a top financial advisor seeking purpose? This actionable guide by Duncan MacPherson and Chris Jeppesen goes beyond mere tactics.

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 Blue Square Method
The Advisor Playbook
The Blueprint for Sustainable Growth

The Advisor Playbook

Feeling stuck? The Advisor Playbook helps experienced advisors like you identify untapped opportunities and address hidden inefficiencies to reach new heights.

This proven financial advisor coaching process, developed by Duncan MacPherson and Chris Jeppesen, empowers you to grow your business with predictability and consistency.
Proven Strategies Blog
Latest Blog Article

2025 Annual Report on Transitions

2024 Financial Advisor Activity Data and Deals for Financial Advisors

JUST RELEASED! Download the detailed Financial Ad [...]

Recent Blog Posts
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Master the Art of AI Prompting

A Framework for Financial Professionals.AI can be a game-changer for financial professionals if you know how to use it effectively. An overlooke [...]
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What is your business worth?

Every business is built to be sold"Every business is built to be sold" isn't just a saying. It's valuable advice for all business owners, including financial advisors.A financial ad [...]
Pareto Recent Blog Article

Top AI Tools for Financial Advisors

What Problems Does AI Solve?Ultimately, it comes down to improving productivity and efficiency, and helping you save time and money. AI can enable every member of your team to create value [...]
Pareto Recent Blog Article

Transitioning to a new firm?

FUTURE-PROOFING YOUR BUSINESS WITH THE RIGHT FIRM Transitioning with the Financial Advisor Flight Plan: [...]
On-Demand Webinar:
From $1M to Multi-Millions - Advanced Growth Strategies for Top Advisors

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.
Toolkit CRM: Live Demo
4 Revealing Exercises for Advisors
Preparing for the Generational Wealth Transfer
Pareto Systems App
Pareto In Your Pocket

Pareto System's App

Pareto Systems App
Invest 5 minutes a day working on your business and on yourself with the Pareto Systems App. While others work in the business transacting; working on your business drives advocacy and enterprise value.
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  • Actionable PostsActionable Posts
  • In-Depth ArticlesIn-depth Articles
  • Pareto AcademyPareto Academy (if subscribed)
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Watch Our Latest Videos
Duncan

Duncan's YouTube Channel

Transform Your Business with AI: Scale, Simplify, and Elevate Your Value
The 3 Essential Questions to Deepen Client Relationships and Boost Referrals
Look Out Above: Choosing Optimism in Challenging Times
The 2 Types of Client Acquisition: How Advisors Can Move from Hunting to Farming for Growth
The Secret to Scaling Your Advisory Practice: How Systems Unlock Growth & Enterprise Value
Scaling vs. Monetization: The Systems Advisors Need to Build Enterprise Value & Plan an Exit

Download our Guide to
Financial Advisor Coaching

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...
Guide to Financial Advisor Coaching

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