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.
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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
In this fast-paced presentation, Duncan MacPherson explores the strategic integration of artificial intelligence into the modern financial practice. Drawing on decades of coaching elite professionals and real-world examples from over 200 active client engagements, Duncan demystifies the role of AI, not as a threat to the advisor, but as a liberating tool that enables professionals to reclaim their time, systematize their value, and ultimately increase enterprise value.
This webinar is not a surface-level overview. It's a masterclass on how to translate curiosity into capability and how to move from intent to implementation. With AI accelerating at an unprecedented pace, Duncan makes the case for why financial advisors must become serious students, not just of AI, but of their own businesses, and why doing so can position them for a work-optional lifestyle and a successful transition or succession in the future.
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Relevant & Timely Videos
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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...
