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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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2018-09-19 • 20 second read

Gratitude and appreciation is fueled by understatement and humility. Don’t pivot away from goal setting, keep reaching, but keep everything in proportion, everything in perspective. There is purpose and meaning in achieving goals for what they make of us. If your goals include scaling your business, and you need help to get there, speak with Scott Wetzel and our friends at Succession Lending who can help propel your advisory practice to the next level: www.successionlending.com

2018-09-18 • 4 min video

In this episode Duncan discusses how progress comes as much from WHO you're exposed to as it does from WHAT you're exposed to. Right-sizing your book of business will allow you to focus on the clients that DESERVE you rather than the clients that NEED you.

If you would like to learn more about how to focus your time on the clients that deserve you, join Duncan at a Pareto Systems Mastermind event in beautiful Palm Springs, CA. or Kelowna, BC. Limited seats remain for dates this fall, visit our website to learn more: https://www.paretosystems.com/mastermind-total-client-engagement.html

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2018-09-17 • 20 second read

It’s often said that what separates the best from the rest is that the best don't major in minor things. They don't mistake motion for action, as Hemingway eloquently put it. Identify the best activities, focus on them, let them compound. They'll serve you well.

Our Blue Square Method clients learn to focus their efforts on the clients that deserve them rather than the clients that need them. See if you are a fit for Blue Square: www.paretosystems.com/blue-square

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2018-09-14 • 20 second read

Take all your qualities, skills and intentions, and put them into a process. Build an intellectual property that somebody else could deploy. Make yourself obsolete. Build a business that runs like a Swiss watch whether or not you're there.

Your growth can be scalable without dilution, no matter how big it gets. Once it's professionalized, it can be standardized in a proprietary playbook that can be handed to somebody else, and that enables you to monetize that intellectual property.

Need help professionalizing your process? The Advisor Playbook can help you kick start your own playbook. Learn more here: www.paretosystems.com/the-advisor-playbook

2018-09-13 • 6 min video

In this episode of The Blue Square Method, Duncan discusses how the purest form of client acquisition is not going out and trying to convince new people, but working with the people who are already convinced and showing them how to convince people on your behalf.

Our Blue Square Method clients learn to convert their top clients into advocates who become referral generators who feel they're doing their friends a disservice if they don't make the introduction. See if Blue Square is a fit for you: www.paretosystems.com/blue-square

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2018-09-12 • 20 second read

The Law of Resonance states that the value of what you communicate to someone begins after the conversation. How does your client feel a week after a strategy and tactical meeting? Value is amplified by your process and your ability to reinforce what was discussed. This is how you invest every interaction into the rest of the relationship.

Invest in yourself, invest in your future. Have you ever considered becoming a Practice Management coach? Learn more about The Pareto Coaches Network: www.paretocoachesnetwork.com

2018-09-11 • 6 min video

In this episode of The Blue Square Method, Duncan discusses the immense fulfillment that comes from servicing and helping others. The benevolence of bringing value and the best way to find yourself is to lose yourself in the service of others.

Our Blue Square Method clients learn that to take care of others they must first learn to take care of themselves. See if Blue Square is a fit for you: www.paretosystems.com/blue-square

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2018-09-10 • 20 second read

There are people who need you and there are people who deserve you, and you can't spend time with people who need you at the expense of the people that deserve you.

Detach from the noise and head to the desert to focus on what matters at an upcoming Mastermind session hosted by Duncan MacPherson. Click here for dates and details: www.paretosystems.com/mastermind-total-client-engagement

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2018-09-07 • 20 second read

Warren Buffet said “price is what you pay, value is what you get.” Define Yourself. Define who you are and who you're not. Use the contrast principle. Let them come to their own conclusions; and remember, how you start that relationship will impact how it will unfold over its lifetime.

We help our Blue Square Method clients define and refine their processes to ensure they start their client relationships right and never need to negotiate their value. See if you are a fit for Blue Square: www.paretosystems.com/blue-square

2018-09-06 • 5 minute video

In this episode of The Blue Square Method, Duncan talks to the importance of engaging partners into the process, rather than referring clients out and how that has a major impact on the client experience.

We continuously work with clients through the Blue Square Method to create a two-way street with Strategic Partner. See if you are a fit for Blue Square: www.paretosystems.com/blue-square

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