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
Hiring the wrong team member isn't just costly, it can disrupt your culture, slow your momentum, and affect the client experience. In this engaging session, Pareto Coach Elaine Christakos will introduce a proven approach to more intentional hiring and team development using TTI Success Insights® behavioral profiling, including DISC assessments.
Drawing from Pareto System's best practices, Elaine will share actionable insights to help you:
- Recognize key behavioral traits that align with specific roles in your practice
- Use DISC to enhance trust, communication, and team cohesion from day one
- Understand how top-performing teams are benchmarked for hiring success
- Explore ways to create a scalable structure that keeps team members in their "Blue Square"
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...
