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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
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.

Pareto System's App

Relevant & Timely Videos
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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...
