Coaching Professionals for over 20 years1.866.593.8020
Coaching Professionals for over 20 years
1:1 Coaching
Virtual Coaching
Register NowWebinars
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
Blog Posting Image
2018-12-10 • 20 second read

If you've got a team, if you've got clients, they're lead not pushed. Self-actualization is all about that best version of our self; not leadership for what gets us, but for what it makes of us.

If you are a leader looking to grow your team, talk to us today about Blue Square:

Blog Posting Image
2018-12-07 • 20 second read

What are the qualities of your favorite clients? The answer probably isn’t anything centered on business only - on assets and profitability. Their personality traits, their respect for you and your team and their proactive advocacy will stand out. It’s never only assets – attitude and advocacy are just as important.

Pareto Systems' Total Client Engagement Process will help define your Ideal Client Profile. Click here to learn more about the process:

#businessdevelopment #practicemanagement #branding

2018-12-06 • 3 min video

A gap analysis can help uncover the minor adjustments that can lead to major improvements in your business.

In this episode of the Blue Square Method Duncan is joined by co-author Chris Jeppesen as they discuss the benefits a gap analysis can have on a financial advisors business.

Webinar Invitation: The Advisor of the Future - Adapt and plan to thrive while others struggle to survive Wednesday,

Wednesday, January 16th, 2019 at 4:10 PM EST

Register here:

The month of December is the perfect time to reflect on the past year, set some goals and identify some refinements you can make in the New Year. With increased commoditization and sustained volatility upon us, it's a great time to do some strategic planning to position your business to thrive while others try to survive turbulent market conditions and other external dependencies.

With that in mind, we invite you to join Duncan MacPherson and Chris Jeppesen - co-authors of The Advisor Playbook - for a strategic planning webinar. In this session, Duncan and Chris will pass along actionable, proven strategies that will enable you to:

  • Put more sand in your hour glass through effective time allocation efficiencies
  • Refine your growth and profitability model
  • Create intellectual property and elevate the client experience to drive enterprise value

You've heard the mantra, "The best work on their business not in it. The best get from the day, not through it." If you're looking for the best practices that separate the best from the rest, this webinar is for you. Join Duncan and Chris for this informative Go-to-Webinar webcast.

Click here to register:

Can’t make it? Don't worry register anyway and we will send you the recording.

Blog Posting Image
2018-12-05 • 20 second read

A transition is an incredible opportunity for you to reintroduce yourself to your clients and elevate how they perceive you and how they describe you. Show how a transition – for example to another firm – is a positive for the client and you reinforce those relationships.

The Pareto Systems Advisor Flight Plan Program focuses on advisors who are at a transitional point and who seek to move from their current firm to one that is a better fit, both for them and for their clients. Click to learn more:

Blog Posting Image
2018-12-04 • 20 second read

In Calgary with Grey Cup Champion and MVP Bo Levi Mitchell - a great guy and a more likely candidate for skin care model than I!

2018-12-04 • 4 min video

Give the gift they won’t throw away!

In this episode of the Blue Square Method, A Year-end Gift Idea, Duncan discusses client gifting and the importance of giving your client something that has impact and keeps imprinting your value.

For a beautiful inspirational calendar with iconic images to send to your favorite clients, we recommend our friends at Lavish Cards:

Blog Posting Image
2018-12-03 • 20 second read

Identifying what will suffice versus what is necessary - the practical versus the strategic - has a multiplier of benefits. You only have 24 hours in a day. Let's not get through the day. Let's get from the day by focusing on what's essential.

Get more from your day with the Pareto Systems' Total Client Engagement Process. Click here to learn more:

Blog Posting Image
2018-11-30 • 20 second read

When it comes to clients, the Law of Attraction means that, if we want to attract attractive clients, we have to make ourselves more attractive than their current provider based on professional contrast.

Our Blue Square Method clients learn to enhance their personal branding to make them stand out from the crowd. See if Blue Square is a fit for you:

2018-11-29 • 4 min video

Scale your growth and achieve a multiplier to monetize fully.

In this episode of the Blue Square Method, An Attitude of Gratitude, Duncan discusses the four cornerstones of the client experience: the onside process, the onboarding process, the ongoing process, and the onwards process to help you shift from fit, and the alignment of interest, to creating contrast and onboarding that client and fast tracking them to advocate status.

For more information on scaling your growth and the four cornerstones on the client experience, visit the Pareto Systems website and check out the Total Client Engagement process:

Blog Posting Image
2018-11-28 • 20 second read

The law of cause and effect is simple; it's good activity that creates productivity. It's incremental, it's cumulative, and it compounds.

Put the ‘Law of Cause and Effect’ into action! Join me at a Mastermind session in Palm Springs, CA and see the positive effects it will have on your business! For dates and more info visit:

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.