The ON-Ramp to Growth - The Blue Square Method
Includes Q&A - with Duncan and Chris
Watch On Demand
Join Duncan MacPherson and Chris Jeppesen as they dive deep into their new book 'The Blue Square Method.' Six years after 'The Advisor Playbook', financial professionals are six years further down their path with new needs and evolved ambitions.
Coaching Professionals for over 25 years1.866.593.8020
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Have you ever considered becoming a practice management, client acquisition and business development consultant? Pareto Systems is an industry-leading coaching and consulting firm with an exceptional train-the-trainer process that can fast-track you to a rewarding and fulfilling career.

This is a platform that provides multiple income streams that includes enterprise opportunities, back end recurring revenue solutions and a practice management dashboard that is second to none.

Whether you are new to coaching or are currently a coach and interested in raising the bar, contact Pareto. Our proven process will accelerate your progress, add to your repertoire and help you to achieve your full potential.

By becoming a Pareto Coaches Network affiliate, you will receive our bumper-to-bumper orientation and implementation process enabling you deliver 1:1 coaching for organic and scalable growth.

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Become a Pareto Certified Coach

In addition to 1:1 coaching, you will also receive all the scripts, tools and templates that will enable you to conduct 1:Many:

Linked and sequential webinars

Branch presentations

Break-out and conference keynotes

This process is suited for all fee-for-service professionals including:

Financial Advisors

Insurance Specialists

Accounting Professionals

Legal Professionals

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Become a Pareto Certified Coach

In addition to the intellectual properties and resources that you will need to have operational, you'll also need to fill your pipeline with new clients. We have a proven business development process to do just that. This includes:

Introductions and Lead-Feeder from Pareto Systems

Seminars, workshops and boot-camps

A robust Social media and SEO process