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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
Master the Art of AI Prompting
AI can be a game-changer for financial professionals if you know how to use it effectively. An overlooked yet critical skill in leveraging AI is effectiv [...]
The Ultimate Financial Advisor Tech Stack
Grow Your Divorce Advisory Business
Testimonials and Online Reviews Marketing Strategy
2025 Insights from the Practice Management Index
Building on years of working with advisory teams and complex enterprises, Duncan MacPherson takes leaders deeper into what it truly means to guide advisors through an increasingly demanding environment. This session moves beyond surface-level leadership concepts into practical, real-world application, helping leaders bring structure, clarity, and consistency as they prepare their organization for 2026.
Participants will learn how to:
- Strengthen Strategic Leadership – Understand the strategic, tactical, and cultural pillars that drive consistent advisor performance.
- Optimize Advisor Support – Navigate teaming structures, capacity decisions, and succession planning with clarity.
- Enhance Enterprise Value – Apply leadership discipline that compounds over time and strengthens organizational resilience.
- Lead With Intention – Shift from reactive management to a proactive, purpose-driven leadership approach that elevates advisors and supports long-term growth.
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...
