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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
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2018-06-15 • 20 sec

In addition to strengthening your client relationships and running a more efficient and productive business, the process of developing a “Fee-Worthy” mindset and approach can provide you with another meaningful benefit. You also become more efficient with your time. With money we think of Return on Investment; with time we should be thinking about ROE - Return on Energy.

Excerpt from the Advisor Playbook.

2018-06-14 • 5 min 22 second video

Have you ever thought about becoming a coach? Do our videos, and philosophy resonate with you? Learn more about the Pareto Coaches Network:

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2018-06-13 • 20 second read

Who views it as an accomplishment when you bring on a new client? Are you celebrating because you’ve closed them or are they excited because they’ve qualified to work with you?

Schedule a Pareto Systems Intro Call to learn more about our consulting programs and see if any are a fit for you: /

2018-06-12 • 3 min 45 sec video

Watch more of my “From the Field” series on our YouTube Channel:

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2018-06-11 • 20 second read

Just so there is no mistake: Everything you do is client-centered, whether meeting with a client’s friend, recruiting a protégé or conveying the full array of your services. Everything is client-centered, including right-sizing. If you have too many clients, or clients you cannot stand working with, no one wins, and that has to be the core principle that governs right-sizing.

Excerpt from The Advisor Playbook:

Learn how to stay client-centered through our Total Client Engagement Process:

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2018-06-08 • 20 second read

The key to reaching the next level is to take your processes from a concept in your head and galvanize your vision and deliverables on paper for you, your team, and your clients to see. None of what you do is an asset or an intellectual property unless it’s documented. If it’s in your head, it’s just a concept.

Excerpt from The Advisor Playbook:

Turn your good intentions into a proprietary process. Visit:

2018-06-07 • 4 min 37 second video

Watch more of my “From the Field” series on our YouTube Channel:

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2018-06-06 • 20 second read

After completing a client classification process, you will be able to identify three types of clients: Customers, clients and advocates. The value of your business has virtually nothing to do with how many clients you have and everything to do with how many advocates you have.

Excerpt from The Advisor Playbook:

Need help with client classification? Give us a call: 1.866.593.8020

2018-06-05 • 2 min 30 sec video

In this episode, Duncan discusses classifying clients and using a client facing service matrix to ensure you’re not investing time with people who need you at the expense of the people that deserve you.

To learn more about Client Classification and the Service Matrix, visit

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2018-06-04 • 20 second read

Advisors who continually expand their client base eventually hit a point of diminishing returns. Once you exceed your service capacity, you can no longer effectively competitor-proof clients, gain their complete financial empowerment or maintain a high degree of refer-ability. As a result, you are likely to become stressed, frustrated and miss important opportunities. Furthermore, unless you hire and manage more staff, which takes time and money, you cannot effectively deploy your service matrix. In time, you will be perceived as a transactional generalist, and you will end up with a business that is a mile wide and an inch deep.

We come back full circle to the question you should ask yourself continually: If 20 percent of your clients generate 80 percent of your business, do you invest 80 percent of your time on that 20 percent? To generate the qualified referrals that will allow you to build a quality practice, you need to do exactly that. Right sizing your clientele will allow you to do it.

Excerpt from The Advisor Playbook:

Learn how to define your capacity through our Total Client Engagement Process:

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