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Pareto Systems collaborates with many top financial retail and wholesale firms to customize, deploy and maintain solutions that not only help advisors attract and keep great clients while running a more profitable and efficient business, they also drive revenue for the firm. Our solutions provide:
  • Increased advisor productivity
  • Increased advisor loyalty to the firm
  • Integration with current corporate solutions
  • Assistance for managers in better serving advisors
  • Actionable dashboards for predictable implementation
  • Enhanced recruiting to attract the right advisors to your firm
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Coaching

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 Advisor would work with the Advisor for 6 - 12 months holding them accountable every step of the way.

Pareto Systems Programs Available

Pareto Systems Programs Available

Train the Trainer
Advisor Flight Plan
The Pareto System
The Succession 360 Process
Transition to Fee-Based
The Multiplier Method
Conference Speaking with Duncan MacPherson

Conference Speaking with Duncan MacPherson

Duncan MacPerson Banner
Have renowned international speaker Duncan MacPherson deliver a keynote or workshop at your next conference.

"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

Pareto Academy

We have created a virtual practice management department called Pareto Academy LMS (Learning Management System), which is an online application that allows financial firms to launch scalable one-to-many practice management programs.
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

Endless
Possibilities

In collaboration with Pareto Systems, create coaching programs for train-the-trainer, managers, financial professionals, and/or support staff.

Capture your Audience

Capture your
Audience

Develop verticals with downloadable resources, audio and video, live webinars, recorded conference presentations, company newsletters, articles and case studies.

Sequential Implementation

Sequential
Implementation

Design module-based learning that supports sequential implementation that is sustainable, predictable and accountable.

A Central Hub

A Central
Hub

Create one location as a resource for every individual in your organization.

Contact us about bundling the Pareto Academy LMS along with any of Pareto Systems consulting services:
Conference Presentations   |   Live Webinar Series   |   Train-the-Trainer   |   1:1 Programs
Pareto Systems
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