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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?
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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
World Map
2020-05-07 • 7 min video

Stay in touch virtually while you're out of reach physically.

In this episode Duncan discusses how to incorporate video into your process to attract and maintain Ideal Clients.

Visit the Pareto Systems Knowledge Bank for the link to Idea Decanter and other resources that will help you re-focus your business: https://paretoacademy.com/knowledge-bank-volatility.html

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2020-05-06 • 20 second read

Your GPA is an acronym for gratitude, purpose and action. Talk to your clients about your gratitude, sense of purpose and about the actions you are going to take. This is the art and science of being a financial advisor because this isn't about just wealth management, it’s about relationship management.

For access to videos, scripts and templates to help you be your clients’ voice of reason check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html

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2020-05-05 • 6 min audio

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. Take, for example, the kids of your best clients. Those in the 12th grade have had their graduation plans upended. No gowns, no prom, no ceremony. How about those in college or university? Final exams written at home with anticlimactic fanfare. Why not send those kids a beautiful card to pay tribute to their accomplishment? And life goes on. Birthdays, anniversaries and other milestones and life events have been celebrated virtually recently. Why not respond tangibly with a beautiful Lavish Card. You can also consider sending a copy of The Richest Man in Babylon - a great book for young adults embarking on a road to financial independence. Either way, while others watch things happen, be the one who makes things happen. Strengthening a relationship with a family can be achieved by bringing value to the next generation. And you also get to dig your well before you’re thirsty.

Use this downtime to catch up on your reading, visit: Duncan’s Recommended Reading: paretosystems.com/recommended-reading

2020-05-05 • 6 min video

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. Take, for example, the kids of your best clients. Those in the 12th grade have had their graduation plans upended. No gowns, no prom, no ceremony. How about those in college or university? Final exams written at home with anticlimactic fanfare. Why not send those kids a beautiful card to pay tribute to their accomplishment? And life goes on. Birthdays, anniversaries and other milestones and life events have been celebrated virtually recently. Why not respond tangibly with a beautiful Lavish Card. You can also consider sending a copy of The Richest Man in Babylon - a great book for young adults embarking on a road to financial independence. Either way, while others watch things happen, be the one who makes things happen. Strengthening a relationship with a family can be achieved by bringing value to the next generation. And you also get to dig your well before you’re thirsty.

Use this downtime to catch up on your reading, visit: Duncan’s Recommended Reading: paretosystems.com/recommended-reading

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2020-05-04 • 20 second read

Instead of trying to convince a prospect to become client, only accept a new client if the alignment and fit is perfect based on your ideal client profile. How you start a relationship has so much impact in terms of how it will unfold.

Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you re-focus your business and come out stronger: https://paretoacademy.com/knowledge-bank-volatility.html

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2020-05-01 • 20 second read

Reframe relationships, rejuvenate and elevate your value to emerge from these extraordinary times as the advisor of the future.

Visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates to help you reframe and rejuvenate your client relationships: https://paretoacademy.com/knowledge-bank-volatility.html

2020-04-30 • 7 min

Gratitude is the foundation for your goals and aspirations and vision for the future.

In this episode Duncan discusses how, as advisors work through the current chaos, there's a golden opportunity to grow down and go upmarket.

Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you re-focus your business and come out stronger: https://paretoacademy.com/knowledge-bank-volatility.html 

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2020-04-29 • 20 second read

Join Duncan MacPherson and Tom Deans, Best Selling Author of Every Families Business, in this in-depth webinar. Tom and Duncan discuss a proven approach to attracting first generation affluent business owners and how to get their families down from the summit successfully.

Tom’s book Every Family’s Business has been selected by prominent New York Times business blogger Josh Patrick as one of 10 books that every business owner should read. The books on the list detail how to ensure success, manage crisis, and, in the case of Every Family’s Business, determine the best exit strategy. Much of this webinar centers around the concepts and strategies pulled from this book

This webinar on demand was recorded live on April 22nd, 2020. https://register.gotowebinar.com/register/4661505296853101068

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2020-04-28 • 20 second read

I am excited to announce that my From-the-Field series is now available on Apple Podcasts and Google Play Music! We will be posting exclusive content here as well, conversations, interviews, and consultations that you will not find anywhere else! Subscribe today!

Apple Podcasts: https://itunes.apple.com/ca/podcast/duncan-macpherson-from-the-field/id1359813986?mt=2

Google Play: https://play.google.com/music/m/Invlkszkicyak7v4vgciyqtqzj4?t=Duncan_MacPherson_-_From_the_Field

2020-04-28 • 5 min video

Join Pareto Business Consultant Marci Fried as she explains why using a structured approach to asking questions and listening, can shift your clients to a meaningful state of mind.

Also, be sure to visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates that will help you not only survive, but thrive during these turbulent times: https://paretoacademy.com/knowledge-bank-volatility.html

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