Thu
Thu
The Turnkey
Advisor Membership
is Here!
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
Where the Pareto Principle Came From
I've understood the Pareto Principle for years, but what strikes me is how often it reveals itself in the day-to-day reality of the advisors we work with. No matter the practice size or business model, th [...]
Top 10 Podcasts for Financial Advisors
Guide to Financial Advisor Coaching
Master the Art of AI Prompting
The Ultimate Financial Advisor Tech Stack
Most advisors understand client classification—but few have truly built it into their CRM in a way that automates their service model, simplifies their client experience, and removes the day-to-day manual work.
In this live session, we're going beyond basic client classification to show you how top-performing advisors are building service delivery engines that run themselves- freeing up hours of administrative work while delivering premium experiences that keep clients loyal and referring.
You'll discover:
- The 3-Tier Service Architecture that automatically routes the right clients to the right touchpoints (no more treating million-dollar relationships like $10K accounts)
- Set-and-Forget Automation Workflows that handle KYC renewals, compliance check-ins, and relationship maintenance without you lifting a finger
- Client Journey Mapping that delivers personalized experiences at scale—from onboarding sequences to lifecycle milestones
- The "Service Delegation Framework" that lets your team execute flawlessly while you focus on revenue-generating activities
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...
