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Are you a professional who wants to:
  • Consistently attract and retain great clients?
  • Run a more efficient and profitable practice?
  • Elevate the client experience?
  • Drive enterprise value?
  • Deploy a scalable growth model?
  • Create a panoramic branding strategy?
Speak with us today:Schedule a Call
Pareto Systems is a consulting firm dedicated to knowledge-for-profit professionals. Our practice management and relationship management programs are ideally suited for:
  • Financial Professionals
  • Insurance Specialists
  • Estate Planning Attorneys
  • Accounting Professionals
  • Trust Specialists
  • Wholesalers
  • All knowledge-for-profit professionals
World Map
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2019-07-08 • 20 second read

Marketing is what you say, branding is what they hear - what they internalize - and then can socialize to someone else. It's their interpretation of your value.

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2019-07-05 • 20 second read

There's a lot of noise out there. You want people to tune out the noise and really tune into what it is you're communicating. Everything you say is either a "me too" or "so what". A "me too" that resonates and stands out and differentiates you or a "so what" that's just part of the noise.

Ultimately, connect it with your process. Don't tell people you “help your clients”, tell people that you've “developed and refined a process that helps your clients achieve their financial goals”. That’s a “me too.”

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2019-07-04 • 20 second read

"Enjoy the peace your valor won. Let independence be our boast, Ever mindful what it cost; Ever grateful for the prize, Let its altar reach the skies!" - Joseph Hopkinson

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2019-07-03 • 20 second read

Consistently tell your clients who you're suited for, not who you're looking for; not using minimums, but professionalizing using AAA. A top client has the assets, the attitudinal qualities, and the advocacy to make them an ideal client. When a client knows who you are suited for, they feel they are doing a suitable friend a disservice by not introducing them to you. They're an advocate for you and your process, but they're also an advocate for the friend.

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2019-07-02 • 20 second read

Attracting the right clients that fit with your team… Pareto Coaches Network SPOTLIGHT!

Elaine Christakos is one of my trusted consultants and is a senior level results-oriented professional and strategist with two decades of management and coaching experience in the financial services sector. Here is more from Elaine:

“A team that I work with had plateaued at a pretty respectable level of production. We worked together to find efficiencies and gaps in their current processes and found that they were so busy adding clients that they didn’t realize they were making their business “bottom heavy”.

Once we applied the 80/20 rule, and introduced a stringent fit process into their new client onboarding, their world changed. They no longer focused on bringing in a volume of clients, they focused on attracting the right clients that fit with their team.

“Empowering” is the word I love to hear when advisors realize that they no longer have to struggle, and that they have the ability to attract clients that align with their skill and philosophy.”

2019-07-02 • 5 minute video

In this episode of The Blue Square Method video Duncan discusses consistency and integrity around fees and the importance of never negotiating your value.

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2019-07-01 • 20 second read

Many financial advisors obviously have great intentions, qualities and skills. While these are all important factors, none are proprietary. We want you to professionalize that skillset and every interaction with a process that clients can internalize and buy into.

If you are interested in learning more about our process and working directly with me, click here:

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2019-06-28 • 20 second read

Think of your service model. You may provide 85 services for your client over the lifetime of the relationship, but none of those 85 services are proprietary to you; a client can find them elsewhere.

Think of those 85 things like 85 bricks in front of you. Your process is the mortar that holds it all together. You're not selling products. You're not asking people to buy something. You want clients to buy into your process.

To see how a Pareto Systems Business Advisor can help you define and enhance your process schedule a complimentary 20 minute call:

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2019-06-27 • 20 second read

In Nashville and Memphis along with Strider Elass, Michael Fink, Mike Hannold and Rob Jacobsen at First Trust Portfolios outlining a proven process to achieve conversion and convergence.

2019-06-27 • 5 minute video

In this episode of The Blue Square Method video Duncan discusses Franchise Readiness and combining congruency, continuity and succession simultaneously into your practice to achieve absolutely incredible results.

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