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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

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 [...]

Recent Blog Posts
Pareto Recent Blog Article

Testimonials and Online Reviews Marketing Strategy

Waiting to Embrace Online Reviews. That's the Real Risk.  In a profession built on trust, few things are more powerful than the words of a satisfied client.Until recently, fina [...]
Pareto Recent Blog Article

2025 Insights from the Practice Management Index

In this year's 2025 Practice Management Trends Report, our goal is to uncover the drivers of success by analyzing the activities and strategies that financial advisors focused on throughout 2024. W [...]
Pareto Recent Blog Article

Master the Art of AI Prompting

A Framework for Financial Advisors. AI can be a game-changer for financial professionals if you know how to use it effectively. An overlook [...]
Pareto Recent Blog Article

Wealth Management Firm Valuation

What Is Your Business Really Worth? "Every business is built to be sold" isn't just a saying. It's valuable advice for all business owners, including financial adviso [...]
Upcoming Webinar:
The Client Experience Blueprint: Designing CRM Workflows That Deliver Consistency At Scale

Is your advisory practice hitting a growth ceiling?
As a financial advisor, you know the challenge all too well: delivering exceptional, personalized service becomes exponentially harder as your client base grows.
You're stuck in a brutal cycle - manually tracking client touchpoints, scrambling to prepare for meetings, and constantly worried about dropping the ball on important follow-ups.
The result? Long hours, inconsistent service delivery, and a nagging feeling that your practice can't truly scale. But what if you could break this cycle once and for all?

Introducing The Client Experience Blueprint Join us for this exclusive, advisor-only webinar where we'll reveal the exact workflow framework that top-performing advisory firms use to deliver white-glove service at scale - without working nights and weekends.

Lights, Camera, Practice Management
Hiring with Precision
Toolkit CRM: Live Demo
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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Watch Our Latest Videos
Duncan

Duncan's YouTube Channel

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Look Out Above: Choosing Optimism in Challenging Times
Real Leaders Dont Try to Be Popular, They Build Buy-In
You Just Described 10,000 Financial Advisors, So What Makes You Different?
Wealth Management Will Be Free in 18 Months, Heres What That Means for You

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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