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Proven Strategies Blog

2023-02-24 • 2 minute video

Your clients are not buying into a sales process. They are buying into client engagement. Oftentimes, advisors are so focused on gathering assets that they overlook the client relationships and branding part of the business (and these are things that can lead to massive growth in the long run!).

Peter Dobrich articulates the importance of the client engagement process very well in this short clip below. Check it out

Stream the entire new episode of Always On by clicking here:

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2023-02-23 • 20 second read

Being Process-Driven with Peter Dobrich

You’ve got 24 hours in a day and five days in a work week. Wouldn’t it be incredible to be able to put more sand in your hourglass?

It is possible if you become highly process-driven and liberate yourself from the daily minutia of financial planning, which can be easily automated, streamlined or outsourced!

In this episode, Duncan MacPherson talks to Peter Dobrich, President at Private Financial Group. Peter shares his proprietary process, Your Life Print FORMula, which has helped him grow organically and improve his client relationships.

They discuss:

  • The importance of having a FIT process instead of being all things to all people
  • How Peter attracts and connects with business-owner clients
  • How you, as an advisor, can easily tap into Private Financial Group’s proven process
  • The much-needed mindset shift from financial advisor to CEO
  • And more

Stream the new episode of Always On by clicking here:

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2023-02-22 • 20 second read

It’s an introduction, not a referral. Take the word referral out of your language and focus more on the activity rather than implied productivity. Then, tell people why you do it. It’s rooted in your sense of purpose. Helping people is why you chose this profession, and it’s easily the most fulfilling part of it. Punctuate that by saying, “if you ever happen to introduce someone to me, they do not need to become a client to take advantage of this service. If they are important to you, they are important to me.”

Download Chapter 1 of The Blue Square Method for free now!

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2023-02-21 • 2 minute read

The Fee-for-Service business environment is a fascinating business model and very conducive to scale. For comparison, look at other sectors that don’t just transact, but can create recurring revenue, lift and scale...

Click here to read more on LinkedIn

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2023-02-21 • 20 second read

Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.

In this fast-paced webinar, Duncan talks to the co-founders of Idea Decanter, Laura Garfield and Sharon Gottula, about the videos that are having the most impact on advisory practices. If you’re looking to grow faster, these stories are the best place to start.

They also discuss:

  • Why you should include Video in your strategic plan
  • The most important things to consider when creating video
  • Key tips on producing video

Bonus: Learn how to transfer the Pareto Systems messaging to evergreen content that works (even when you’re not working).

Watch the replay by clicking here:


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2023-02-17 • 20 second read

Most of your clients don’t “go there” because they are unclear of how it looks to get involved in someone’s life and potentially put their own reputation on the line. They are undermined by a subconscious “no good deed goes unpunished” mindset, so they don’t get involved, even when the opportunity is presented. It’s not that they’re unconvinced or unmotivated, there is just some uncertainty about referring, so they don’t. Some may be out there singing your praises and endorsing you because you are dependable, but it sputters out quickly when it lands in the friend’s mind. Unless and until a client or partner is crystal clear about how it will reflect on them and the friend, there’s a blockage.

Download Chapter 1 of The Blue Square Method for free now at:

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2023-02-16 • 20 second read

In Charlotte, NC with Josh Gongaware at First Trust along with a stellar group of financial professionals discussing the best practices that create growth and efficiency.

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2023-02-15 • 20 second read

Everything we’ve discussed to this point will make you undeniably more refer-able, but there is one more piece that needs to be put into place to convert referability into a steady stream of good quality introductions: Communication. You must always position and articulate the concept of an introduction as a service you are providing, not as a tactic to drive your business.

Download Chapter 1 of The Blue Square Method for free now at:

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2023-02-14 • 20 second read

If you get to the point where you say, “it’s go time” on the business-to-business (B2B) model and you’re confident in your business to consumer (B2C) IP and adoptability, the next things to clarify before you go to market are your hook and your B2B process...

Click here to read more on LinkedIn

2023-02-13 • 2 minute video

"Good decisions stem from strong positions." This is an excerpt from episode 35 of the ‘Always On with Duncan MacPherson’ podcast with guest Ted Jenkin.

Listen to the full interview on the Always On with Duncan MacPherson Podcast by clicking here:

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