Thu
Thu
The Turnkey
Advisor Membership
is Here!
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
Podcast Guest Appearances Featuring Duncan MacPherson
The Most Valuable Conversations for Financial Advisors
Some of the more valuable conversations in our industry don't happen on stages or in boardrooms - they happen when experienced practitioners sit down, compare notes, and challenge each [...]
Wealth Management Firm Valuation
Where the Pareto Principle Came From
Top 10 Podcasts for Financial Advisors
Guide to Financial Advisor Coaching
Many advisors assume they have time.
Time to grow a little more.
Time to clean things up.
Time to think about the end game later.
In this candid, fast-paced conversation, Duncan MacPherson and Ted Jenkin explain why waiting is often the most expensive decision an advisor can make, and how enterprise value is quietly shaped (or eroded) years before any transaction is on the table.
Drawing from real-world deals, market data, and decades of experience advising advisors through exits, they unpack why today’s valuation environment won’t last forever, how small structural decisions compound into millions of dollars in difference, and what separates firms that exit on their terms from those that leave value behind.
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...
