Pareto Systems is a leading business development consulting firm. We provide proven business development, practice management and marketing solutions to top financial advisors and wholesalers throughout North America through our speakers, consulting services, and the Pareto Academy LMS (Learning Management System).
Pareto Systems positions financial services professionals to:
- Uncover new assets
- Build and competitor-proof fiercely loyal advocates
- Establish a steady stream of qualified referrals
- Run more efficient and profitable practices
- Restore liberation and order to their personal lives
As CEO of Pareto Systems, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the knowledge-for-profit sector.
Duncan's expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Knowledge-for-Profit Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.
Duncan often contributes articles and commentary to industry publications and is a best-selling author with his book: Breakthrough Business Development, Take Your Business to the Next Level. Recently, he has released his new book: The Advisor Playbook.
Duncan enjoys many recreational activities including golf and tennis, and he loves spending time with his wife and two boys.