- 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
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.
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
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