Unlocking Your Potential:
A Journey Through Pareto Systems' Coaching Process
Includes Q&A
Tuesday, Dec 19th at 12 pm ET
Are you ready to embark on a transformative journey towards achieving your personal and professional aspirations? Join us for an exclusive webinar, hosted by Duncan MacPherson, CEO of Pareto Systems and co-author of The Blue Square Method.
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2023-12-01 • 20 second read

A Journey through Pareto Systems’ Coaching Process

Tuesday, December 19 at 12noon ET / 9 am PT

Are you ready to embark on a transformative journey towards achieving your personal and professional aspirations? Join us for an exclusive webinar, hosted by Duncan MacPherson, CEO of Pareto Systems and co-author of The Blue Square Method.

At Pareto Systems, we’re committed to helping financial professionals realize their true potential. In this engaging and informative webinar, we’ll take you behind the scenes of our renowned coaching process, giving you a firsthand look at how we empower individuals to take control of their destinies.

Here’s what you can expect:

  • Gain insight into Pareto Systems’ mission and core values, which underpin our coaching philosophy. 
  • Explore the coaching landscape and understand why coaching is a game-changer in personal and professional growth.
  • Dive deep into our coaching approach, discovering the best practices and strategies that drive success.
  • Learn about the tangible outcomes and benefits you can achieve through Pareto Systems’ coaching, with real-life success stories as your guide.

This webinar is your opportunity to uncover the power of Pareto Systems’ coaching firsthand. Whether you’re a professional seeking to elevate your career or an entrepreneur looking to take your business to new heights, our coaching can help you find your ’Blue Square’ - that perfect alignment of passion and purpose.

This webinar will include a live Q&A with Duncan MacPherson. You can ask your questions live, or enter one when you register below.

Reserve your spot here: paretosystems.com/webinars

Can’t make it, but don’t want to miss out? Don’t worry, register now and ask your question, and we will give you access to the recording following the broadcast.

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2023-12-07 • 20 second read

Timely and Timeless Best Practices with Chris Jeppesen

In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professional contrast and create enduring value for clients.

In this 50th-episode special, Duncan MacPherson is back with co-author of The Blue Square Method, Chris Jeppesen, Chief of Advisory Practices at First Trust. Gleaning from their life experiences and the success stories of high-performing advisors, they share valuable best practices to achieve long-term growth.

They discuss:

  • Why more and more advisors are finding personal rejuvenation in their work
  • The upcoming retirement wave in the industry and the opportunities it presents
  • A process-driven approach to exhibiting empathy and personalization
  • How AI is revolutionizing financial services
  • The power of testimonials in building trust and attracting clients
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep50

We’d love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!

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2023-12-06 • 2 minute read

In the rapidly evolving landscape of wealth management, the fusion of artificial intelligence and financial advisory services has ushered in a new era of precision and efficiency. Financial advisors, entrusted with the responsibility of navigating clients through intricate investment decisions, are increasingly turning to advanced AI tools to gain insights, enhance communication, and personalize recommendations.  

This article spotlights 10 AI tools that are reshaping the way professionals approach their craft. Choosing the right AI tools for your business is a nuanced decision, contingent upon the unique needs and aspirations of your enterprise. The impact of AI is multifaceted across various business domains, and in various areas of focus, including:

  • Chatbots and Virtual Assistants
  • Customer Relationship Management (CRM) with AI
  • Email Marketing Automation
  • Data Analytics and Business Intelligence
  • Marketing and Advertising
  • Content Creation
  • E-commerce Recommendations
  • Human Resources and Recruitment
  • Cybersecurity
  • Finance and Accounting
  • Supply Chain and Inventory Management
  • Natural Language Processing (NLP) 
  • AI-Powered Analytics Platforms

In the evolving world of business, staying ahead of the curve is the name of the game. The spotlight of efficiency in 2024 falls on Generative AI, marking a paradigm shift from experimental curiosity to an indispensable component of daily workflows. It’s the secret sauce enhancing processes, sparking a revolution in how teams gauge success and productivity. \

Gartner, the oracle of tech predictions, foresees a staggering growth spurt in the global artificial intelligence market. They advise you brace yourself for a compound annual growth rate of 37.3% from 2023 to 2030, propelling the market to a jaw-dropping $1,811.8 billion by the end of this decade.

As the AI landscape expands, the quest is on for tools that will stand the test of time. Here, we list 10 AI options that we expect to redefine success in 2024. These aren’t just tools; they’re resources armed with capabilities for better decision-making and liberating teams to be more productive with their time. It’s not just about keeping up; it’s about propelling forward into a future where success is redefined by the transformative force of AI.

Whether you’re an established enterprise or just starting out, these AI tools are shaping the future of business:


  1. ChatGPT: Conversational Genius


    Meet the trailblazer that set the AI world abuzz back in 2022 and continues to dominate: ChatGPT by OpenAI. More than just a chatbot, ChatGPT leverages conversational AI to engage users in meaningful dialogue, answering questions and fostering interaction.

    This AI powerhouse is rooted in an advanced language model, honed by diverse internet text and fueled by transformative innovations in architecture, with the latest model, GPT-4, taking sophistication to new heights. However, it’s important to note that all ChatGPT versions, while delivering unparalleled responses, may introduce security risks and response hallucinations. To navigate these challenges, it’s crucial for teams to define safe use-cases when deploying any version of ChatGPT for business purposes.

    Key Features:

    Natural language understanding
    • Contextual responses
    • Multi-lingual support
    • Knowledge base integration
    • Instructional response customization
  2. Read.AI: Meeting Recaps & Insights


    Get instant meeting recaps from Read.AI. Deliver automated summaries to clients including: topics discussed, action items, key questions, coaching tips, and recommendations after every Microsoft Teams meeting.

    For the ultimate hybrid meeting experience, Read.AI offers real-time engagement and sentiment scores, a meeting timer, talk time, words per minute, and coaching tips—all conveniently accessible in one place. Post-meeting, receive a comprehensive report complete with a transcript, audio and video playback, and AI-driven recommendations.

    Key Features:

    • Real-time engagement and sentiment scores
    • Meeting timer, talk time, and words per minute metrics.
    • Automated meeting recaps with comprehensive insights.
    • Transcript, audio, and video playback for thorough review.
    • AI-driven recommendations for continuous improvement.
  3. Pictory: Crafting Stories with Ease


    Enter Pictory, the AI video generator revolutionizing content creation without the need for editing expertise. This cloud-based app transforms scripts or articles into high-quality videos effortlessly. Whether you’re a blogger or a business, Pictory turns your written content into engaging videos fit for social media or websites. Its user-friendly interface makes editing webinars, podcasts, Zoom recordings, and more a breeze, delivering professional results in minutes.

    Pictory’s standout features include:

    • Video creation based on articles or scripts
    • Text-based video editing
    • Shareable video highlight reels
    • Automatic captioning and summarization
  4. Jasper: Your Writing Sidekick


    Jasper isn’t just an AI writing assistant; it’s a companion for content creators, marketers, and businesses navigating the content jungle. This versatile tool crafts diverse content types – blog articles, product summaries, promotional text, and emails. What sets Jasper apart is its brand-voice capability, allowing users to infuse their unique brand identity seamlessly into AI-generated content.

    Key Features:

    • Engaging content creation
    • Tailored AI for your brand voice
    • Real-time information retrieval
    • Seamless integration into your workflow
    • Secure, scalable, and customizable writing assistant
  5. Murf: Giving Voice to Text


    At the zenith of AI voice generators stands Murf, a text-to-speech app useful for professionals in varied fields. This tool lets you convert text to speech, voice-overs, and dictations with a myriad of customization options for natural-sounding voices. Murf’s AI voice-over studio includes a built-in video editor, offering a comprehensive solution for creating videos with voiceovers.

    Key Features:

    • Library with 100+ AI voices across languages
    • Expressive emotional speaking styles
    • AI Voice-Over Studio
    • Customizable through tone, accents, and more
  6. Synthesys: Elevating Video Content


    Create hyper-personalized AI videos at scale in minutes, not days. Synthesys AI Video Generator lets you create engaging, beautiful videos for your brand without the cost of traditional studio time.

    Generate unique, professional text-to-video clips by leveraging AI avatars made with real actors (Humatars) that can create voiceovers in more than 140 languages, Synthesys makes it easy to create lifelike videos for any use case.

    Get creative with more than 60 avatars to choose from. No matter what your target demographic is for the video content you’re creating, Synthesys AI Video Generator has an avatar that can speak directly to them.

    Key Features:

    • 69 real Humatars
    • 140+ languages and 254 unique styles
    • Excellent for explainer videos, eLearning, and social media
    • Easy-to-use interface for editing and rendering
  7. Lovo.ai: The All-in-One Voice Wizard


    Lovo.ai is an award-winning AI-based voice generator and text-to-speech platform. Renowned for its real human-like voices, Lovo.ai offers over 500 AI voices, granular control for producers, and video editing capabilities through its latest innovation, Genny.

    Key Features:

    • World’s largest library of voices (500+ AI voices)
    • Granular control for professional producers
    • Video editing capabilities
    • Resource database of non-verbal interjections, sound effects, and more
  8. Fireflies: AI Meeting Harmony


    Fireflies.ai is an AI meeting assistant orchestrating seamless collaboration. With NLP at its core, Fireflies eliminates the need for note-taking during meetings, providing instant recording, transcription, and searchable voice conversations.

    Key Features:

    • Automated meeting transcription
    • AI-powered note-taking
    • Action item tracking
    • CRM integration
    • Collaboration tools
  9. Lavender.ai: Email Harmony Redefined


    Lavender steps into the limelight as an innovative email assistant, rewriting the rules of communication and productivity. With AI-powered insights and real-time suggestions, it goes beyond traditional email tools, understanding recipient nuances and optimizing communication effectiveness.

    Key Features:

    • AI email coaching
    • Personalization assistant
    • Real-time optimization
    • Email intelligence
    • Sentiment analysis
  10. Zoom Video Communications: AI-Powered Collaboration


    Embark on efficient and user-friendly video conferencing with Zoom. This platform seamlessly integrates AI for virtual meetings, webinars, and collaborative discussions.

    Key Features:

    • AI-driven noise cancellation for clear audio.
    • Virtual background and facial recognition.
    • Automatic transcription for meeting notes.

*This article was written by the Marketing team at Pareto along with a little help from AI

2023-12-06 • 1 min video

How you start a relationship will have a profound impact on its profitability and durability not to mention your refer-ability over the long haul. By implementing a streamlined and optimized onboarding process, you can seamlessly guide new clients into your ecosystem.

This process not only reaffirms their decision to choose your services but also instills a sense of enthusiasm that encourages them to actively recommend your services to friends and family. This way, referrals become a consistent and predictable part of your growth strategy.

Learn more at www.toolkitcrm.com

2023-12-05 • 1 min video

When you connect and interact with a prospective client, especially if they’ve been introduced to you by an advocate, your fit process is designed to differentiate you in a way that demonstrates how elevated you are to their soon to be former provider. After all, as the saying goes, for you to get hired, their existing provider has to get fired.

But your value is bought, not sold. Your CRM should enable you to stand out from the pack in a methodical and sequential manner so that you can attract new clients and never have to chase them.

Learn more at www.toolkitcrm.com

2023-12-04 • 1 min video

Your clients, and your team for that matter, crave consistency. The Rule of three in practice management says that anything you do three or more times that has three or more steps must be a standardized operating procedure.

Your CRM should provide your team with oversight, redundancy and accountability. Roles and responsibilities, aligned with your org chart, should be represented in your CRM, ensuring nothing falls through the cracks.

Learn more at www.toolkitcrm.com

2023-12-04 • 1 min video

Mergers and acquisitions are common ways to grow for advisors.

However, they usually come with the challenge of finding the “right fit.”

It can help to think about PSP (finding a philosophical, strategic, and practical fit).

Play this short clip to hear more about finding the right business partners!

Find the full episode here: paretosys.co/AODM_ep49

2023-12-01 • 1 min video

Let’s be candid, virtually all CRM solutions are far too complex. Feature creep is a tech term that speaks to how developers keep adding layers of functionality to a solution that don’t really address real world needs and instead bog the user down. Technology is supposed to serve your life, not the other way around.

Learn more at www.toolkitcrm.com

2023-11-30 • 1 min video

Those with an employee mindset tend to work in their business trading time for money transaction-ally. Those with a business owner mindset work on their business directionally and understand that every investment of effort they make contributes not just to their day-to-day profitability but also to their intellectual property, scalability and enterprise value.

Your best practices, your client relationships and your business overall are valuable proprietary assets. Your CRM should honor your life’s work and partner with you in your pursuit of security, functionality, accessibility and self-actualization. Your Data is Proprietary, let’s keep it that way.

Learn more at www.toolkitcrm.com

2023-11-29 • 1 min video

The keystone to maximized, long term relationships is to segment clients and then deploy an automated service model tied to the caliber of your clients. Bookending reactive client service with a scheduled and consistent client experience is why successful business owners thrive over time.

Your CRM should ensure that you invest 80 percent of your time on the 20 percent of your clients who generate 80 percent of the business and in the process ensuring that you are fee-worthy and referable to the clients you want to replicate over the long haul.

Learn more at www.toolkitcrm.com

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