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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 fee-for-service 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 fee-for-service professionals
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2020-05-21 • 5 min video

In this episode Duncan suggests that anxiety is born in the place between expectation and reality. Losing yourself in your work can help you find your purpose and your calling and that honoring your nature and nurturing your qualities will lead to the best of your possible ability.

Take a deeper dive into your practice management processes, attend Pareto Systems' Practice Management E-Summit on May 28th. Click here for the full speaker lineup and to register: 
https://paretosystems.com/virtual-summit.html

2020-05-20 • 6 min video

In this episode Duncan discusses the number one reason people leave their service provider, loyalty fatigue, and what you can be doing right now to ensure that it isn’t you they are leaving. Remain positive as, even with so many things out of your control, you need the mindset where you say to yourself, ‘Hey, look, as rough as it might get, there's always a bull market somewhere.’

Increase your client loyalty, attend Pareto Systems' Practice Management E-Summit on May 28th. Click here for more info and to register: https://paretosystems.com/virtual-summit.html

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2020-05-19 • 20 second read

I'd love to hear your story about something positive that emerged from this episode in time.

Here's mine: A friend of mine, Gary Athans, invited me and my dog Timber to join him and his dog Apollo for a hike in Kelowna recently. Now Gary is a respected leader in the local business community and is also a serious athlete; Olympic downhill skier, World class water skier and above average at every sport he plays, so I knew this wouldn't be your average hike. Timber and I have hiked extensively in the area but we had never hit the trails at Lebanon Creek. It was great as you can see from the pictures. As we wrapped up, Gary pointed out a stone that a kid had painted beautifully and apparently several others had done the same as a project while they were out from school. A few days later, Timber and I headed back to Lebanon Creek, just the two of us, and took a different route and found several more of the painted stones. I thought to myself, had I not been traveling I might never had tried this beautiful trail - and literally at that moment I saw the stone painted "Silver Linings". By the way, the trail is 5 minutes from the home we have lived in for 13 years!

Click here to share your Silver Lining story on LinkedIn

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2020-05-18 • 20 second read

paretosystems.com/recommended-reading

Enclosed is a listing of books that are perfect for:

  • Developing yourself - personally and professionally
  • Studying your ideal clients so that you can grow up market
  • Gifts to recognize critical life events and milestones in your clients lives 
  • Developing next-gen relationships with the kids of your best clients

To attract more attractive clients, you must make yourself more attractive. It's a study to achieve professional contrast. Keep working ON yourself and your business. See the full list at paretosystems.com/recommended-reading

 

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2020-05-15 • 20 second read

The best in any field of endeavor are masters at identifying and responding to unexpected situations. Being nimble means you can pivot on a dime and take action.

Sharpen your practice management skills, attend The Coiled Spring Virtual Summit on May 28th. Click here for more info and to register: https://paretosystems.com/virtual-summit.html

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2020-05-13 • 20 second read

Now, more than ever, your clients need you to be the voice of reason. Call your clients, start with your ideal clients and work through the list and be the fountain, not the drain. Tell some stories. Lead with purpose. Getting out in front of their concerns will ultimately increase your referability.

Join Duncan MacPherson, the Pareto Team, and other leading industry experts in a full-day virtual practice management on May 28th, click here to register: https://paretosystems.com/virtual-summit.html

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2020-05-12 • 20 second read

The Coiled Spring Virtual Summit - May 28th, 2020 - 7 am PT/ 9 am CT/ 10 am ET.

Register now: https://paretosystems.com/virtual-summit.html

Join Duncan MacPherson, the Pareto Team, and other leading industry experts in a full-day virtual practice management summit as they discuss how you can emerge from this current environment prepared for the future - To convey leadership, strength and optimism and identify the silver linings as you manage through this disruption.

  • Learn what top professionals are doing right now
  • Achieve professional contrast
  • Go further up market

Click here for more info and to register: https://paretosystems.com/virtual-summit.html

2020-05-12 • 5 min video

In this episode Duncan speaks to how high caliber advisors are utilizing the down-time to refine their processes to create capacity for future growth.

For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html

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2020-05-11 • 20 second read

It's easy to fixate on our technical ability and our core competencies, but we have to focus on ourselves as well. Jim Rohn said that "we are the average of the five people we spend the most amount of time around" and every now and again we have to assess our environment - because we are products of our environment.

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2020-05-08 • 20 second read

Did you miss yesterday’s ‘The Coiled Spring’ webinar with Chris Jeppesen and Duncan MacPherson? No worries, it was recorded and is now on the Pareto Systems YouTube channel where you’ll also find other great content, updated regularly: https://youtu.be/USwfxmw47ws

Register now for the upcoming Coiled Spring Virtual Summit: https://paretosystems.com/virtual-summit.html

The summit will feature Duncan MacPherson and great line up of presenters.

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