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
2025 Annual Report on Transitions
Financial Advisor Activity Data and Deals in 2024
Download now: Financial Advisor Transition Report[...]
Master the Art of AI Prompting
What is your business worth?
Top AI Tools for Financial Advisors
Transitioning to a new firm?
Unlock the secret to 10x your value as a financial advisor without 10x the grind. Join Jason Westover, a Certified Pareto Systems consultant, as he reveals a powerful formula to transform your practice.
During this event, you will learn how you can amplify client outcomes, skyrocket trust, and reduce effort, all while sidestepping burnout. The benefits of attending this event are:
- Discovering how you can stand out in your competitive market.
- Breakthrough the noise and articulate your true value and what makes your practice different.
- Learning to develop your unique branding message beyond the proverbial "Elevator Speech"
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...
