- Financial Advisors
- Insurance Specialists
- Estate Planning Attorneys
- Accounting Professionals
- Trust Specialists
- Wholesalers
- All fee-for-service professionals
Coaching
1:Many Coaching
Pareto Systems can be your virtual practice management department. Pareto offers many different programs that can be customized to fit your firm's current needs and goals. Our proven system for 1: Many coaching deliverables ensures advisor adoption and implementation.
Through presentations, live webinars and The Pareto Academy learning Management System, your firm will be set up for success.
1:1 Coaching
For the elite financial professional, a customized in-depth, on-on-one coaching program is usually a better fit. In this scenario, a Pareto Business Consultant would work with the Advisor for 6 - 12 months holding them accountable every step of the way.
Conference Speaking with Duncan MacPherson
"In an hour, Duncan MacPherson provided several useful, timely and actionable ideas for a Financial Consultants. His energy and positivity around Practice Management was infectious. The entire audience was on the edge of their seats, yearning for more information and wishing that Duncan could speak for more than an hour! The best part is that each participant left the room with immediate ideas to weave into his/her practice, rather than being left with generic information."
Julie Genjac - Vice President, Senior Practice Management Consultant - D.A. Davidson & Co
"I have worked with Duncan MacPherson and Pareto Systems extensively over the past 10 years including most recently 3 Advisor workshops. Duncan consistently delivers very specific, actionable and repeatable best practices to top Advisors and does so in a very engaging manner. He is also committed to ensuring the value doesn't end when the program ends and works closely with sales managers and Advisors to follow through and provide accountability."
Tash Elwyn - President - Raymond James & Associates
Pareto Academy
Custom Co-Branded or White-Labeled Solution
Combine the strengths of your tools & content along with ours to take your practice management department to the next level:
Endless
Possibilities
In collaboration with Pareto Systems, create coaching programs for train-the-trainer, managers, financial professionals, and/or support staff.
Capture your
Audience
Develop verticals with downloadable resources, audio and video, live webinars, recorded conference presentations, company newsletters, articles and case studies.
Sequential
Implementation
Design module-based learning that supports sequential implementation that is sustainable, predictable and accountable.
A Central
Hub
Create one location as a resource for every individual in your organization.