Pareto Systems is an industry-leading business development firm dedicated to the elite professionals and companies within the fee-for-service sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.
Pareto Systems positions professionals to:
- Uncover new assets/revenue
- Build and competitor-proof fiercely loyal advocates
- Establish a steady stream of qualified referrals
- Run more efficient and profitable practices
- Restore liberation and order to their personal lives
As a speaker in high demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact rich presentations that have made him a popular spokesperson for the knowledge-for-profit industry. Duncan's expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.
Duncan is also an industry best-selling author and has written many books including: The Advisor Playbook and The Blue Square Method; the mindset and best-practices of top fee-for-service professionals.
Beyond the office, Duncan loves spending time with his wife and two sons. They enjoy the four-seasons playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, pickleball, and skiing.