Build Your Ideal
Business and Life

Timely insights and proven strategies that empower financial advisors to scale their practice for predictable growth

Pareto Central Newsletter
Stay up to date with everything Pareto Systems! Get industry leading content including webinars, podcasts, coaching tips, and so much more delivered weekly to your inbox.
Hello!
I'm
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.

Duncan MacPherson
The Mindset & Best Practices of
Top Financial Advisors

The Blue Square Method

Are you a top financial advisor seeking purpose? This actionable guide by Duncan MacPherson and Chris Jeppesen goes beyond mere tactics.

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 Blue Square Method
The Advisor Playbook
The Blueprint for Sustainable Growth

The Advisor Playbook

Feeling stuck? The Advisor Playbook helps experienced advisors like you identify untapped opportunities and address hidden inefficiencies to reach new heights.

This proven financial advisor coaching process, developed by Duncan MacPherson and Chris Jeppesen, empowers you to grow your business with predictability and consistency.
Proven Strategies Blog
Latest Blog Article

The Ultimate Financial Advisor Tech Stack

Learn what technology advisors are using in 2025

We find that the average financial advisor spends a staggering 41% of their week buried in administrative tasks. But interestingly enough, we also found that the right tech stack drops that [...]

Recent Blog Posts
Pareto Recent Blog Article

Grow Your Divorce Advisory Business

5 Strategic Steps From Niche to NotableAs a financial advisor who specializes in divorce, you've carved out a unique and valuable niche, often for deeply personal and empathetic reasons. M [...]
Pareto Recent Blog Article

Testimonials and Online Reviews Marketing Strategy

Waiting to Embrace Online Reviews. That's the Real Risk.  In a profession built on trust, few things are more powerful than the words of a satisfied client.Until recently, fina [...]
Pareto Recent Blog Article

2025 Insights from the Practice Management Index

In this year's 2025 Practice Management Trends Report, our goal is to uncover the drivers of success by analyzing the activities and strategies that financial advisors focused on throughout 2024. W [...]
Pareto Recent Blog Article

Master the Art of AI Prompting

A Framework for Financial Advisors. AI can be a game-changer for financial professionals if you know how to use it effectively. An overlook [...]
Upcoming Webinar:
The Legacy Plan: Building Wealth that Lasts

What separates the advisors clients remember, from the ones they leave behind? It’s not performance; it’s connection.

As the largest wealth transfer in history unfolds, the very best advisors are stepping up to guide not just individual clients, but entire families through the emotional and practical complexities of inheritance. They’re deepening trust, reaching across generations, and becoming the central relationship that holds a family’s financial legacy together.

In this timely and thought-provoking session, Natasha Kennedy outlines The Legacy Plan, exploring how forward-thinking advisors are amplifying their fee-worthiness by:

  • Embedding intergenerational planning into your client process
  • Facilitating high-impact family meetings with ease
  • Proactively engaging the next generation of heirs
  • Strengthening trust and emotional alignment around wealth
  • Differentiating your practice in a commoditized advisory landscape
AI in Action: Advanced Strategies for Advisor Growth
Toolkit CRM: Live Demo
Bring Your Client Classification into CRM
Pareto Systems App
Pareto In Your Pocket

Pareto System's App

Pareto Systems App
Invest 5 minutes a day working on your business and on yourself with the Pareto Systems App. While others work in the business transacting; working on your business drives advocacy and enterprise value.
  • Relavent & Timely VideosRelevant & Timely Videos
  • Actionable PostsActionable Posts
  • In-Depth ArticlesIn-depth Articles
  • Pareto AcademyPareto Academy (if subscribed)
Download Apple iOSDownload Google Play
Watch Our Latest Videos
Duncan

Duncan's YouTube Channel

Transform Your Business with AI: Scale, Simplify, and Elevate Your Value
The 3 Essential Questions to Deepen Client Relationships and Boost Referrals
Look Out Above: Choosing Optimism in Challenging Times
Why Financial Advisor Fees Are About to Change (And How to Prepare)
Using AI to Find the Best Environment and Maximize Your Advisory Business Value
How the 70-20-10 Rule Can Transform Your Business Growth

Download our Guide to
Financial Advisor Coaching

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...
Guide to Financial Advisor Coaching

processing
Processing Please Wait