On-demand & Upcoming Programs
Browse focused learning experiences, masterclasses, and advisor programs designed to help you implement what matters most.
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
4 Strategies to Grow Your Financial Advisory Business
Finish the Year Strong!
One of my favorite sayings is, "Dig your well before you're thirsty." I've used that expression with financial advisors for years because it applies so well to this business. As an advisor, you spend your career enc [...]
Insights from New Coaching Clients in 2026
How Financial Advisors Build High-Performing Teams
The Simple Testimonial Policy Template for Financial Advisors
The Franchise-Ready Playbook
Selling 20% or 25% of your practice can put millions of dollars in your pocket today, while allowing you to keep control, keep earning, and keep growing.
But owning 75% doesn’t necessarily mean you control 75% of the decisions.
What happens if your minority partner can veto a future sale? What if they get paid before you do? What if the 12X multiple you were promised isn’t being calculated on the number you thought it was?
And what happens five years from now when someone offers $30 million for the rest of your practice?
Can your 25% partner stop you from taking the deal?
In this no-nonsense webinar, we’ll expose the 10 biggest mistakes and misunderstandings advisors make when selling a minority stake in an RIA or wealth management practice.
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...
