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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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2019-12-27 • 20 second read

Entrepreneurship is all about working on the business... it means it's professionalizing and standardizing everything. Creating an Org chart, creating a playbook, bringing on and prepping a protégé, all are vital steps.

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2019-12-26 • 20 second read

There's an element of business success centered on congruency. Do what you say. Your clients follow your strategy, but more than that, they look to your character. They're led not pushed.

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2019-12-23 • 20 second read

It's your adversity that gives your accomplishments meaning. Appreciation and aspiration must go hand in hand.

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2019-12-20 • 20 second read

Keep imprinting your value. Do it in a unique way that creates an energy that helps your clients socialize your value and create advocacy. This is one of the many things that separates the best from the rest.

2019-12-19 • 5 minute video

Convert your customers into fully empowering clients who see the value of your process, panoramically, fully and completely, and generate a steady stream of quality referrals.

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2019-12-18 • 20 second read

Use symbols to give your process personality and identity. Having that tie-in can trigger a moment of recognition and awareness for your value.

2019-12-17 • 5 minute video

Elevate the client experience! Use an introductory kit along with your website to deliver a deeper overview of the people on the team, the practice and the process with your perspective clients.

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2019-12-16 • 20 second read

Frustration and anxiety are born in the space between expectation and reality. If your expectation is high and the results you get are low, you're going to be let down. Work the process and results will come.

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2019-12-13 • 20 sec

Count the costs, be mindful of cause and effect, and be unwavering, borderline unreasonable about continually surrounding yourself with people who bring out the best in you based on the law of environment.

2019-12-12 • 6 min video

In this episode Duncan discusses developing and continuously refining processes in your practice to ensure your clients appreciate your value and never take you for granted.

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