paretosystems

Consistent. Results.

First Trust
Wholesaler Resources

paretosystems

Consistent. Results.

First Trust

Pareto Systems Speaking &
Advisor Solutions

Internal Use Only - This page is for use by First Trust and Pareto Systems employees only

First Trust Wholesaler Portal

Pareto Systems helps you bring more than product to every conversation. We support your advisor and enterprise relationships through proven strategies and best practices at every stage: growing, teaming, scaling, or exiting.

On this First Trust Portal,
Wholesalers can access:

Speakers

Advisor Resources

Webinars

Elite Advisor Coaching

Request a
Pareto Speaker

Keynotes, Breakouts, Workshops and Virtual Events

Request a Speaker

Presentation Outlines

Duncan MacPherson

Jason Westover

Mike "Cy" Cajthaml Jr.

Karen Weisgerber

Duncan MacPherson

CEO Pareto Systems

Duncan's primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution. Duncan is also an industry best-selling author and has written many books including The Advisor Playbook and The Blue Square Method.

Duncan's presentations include:

Harnessing AI for Growth
The Strategic Growth Blueprint
The Multiplier Method
Scaling Up Through Succession
And more

Presentations

Bio

Headshot

Jason Westover

Pareto Coach | Speaker

Jason's focus is helping financial professionals improve performance by applying practical strategy and disciplined execution. With more than 20 years of experience working with advisors, sales teams, and wholesalers, Jason brings a strategic mindset and a clear approach to solving complex business challenges.

Jason's presentations include:

Harnessing the Power of AI
Total Client Engagement
How To Run a Business and Not A Book
And More

Presentations

Bio

Headshot

Mike "Cy" Cajthaml Jr.

Pareto Coach | Speaker

Mike "Cy" Cajthaml Jr.'s focus is helping financial advisors refine their business and implement proven practice management strategies that lead to meaningful growth. With more than 14 years of experience in financial services, including roles in consulting, wholesaling, and building his own advisory practice, Mike brings practical insight into what it takes to succeed in a competitive marketplace.

Mike's presentations include:

Unlock Client Loyalty, Advocacy, & Growth
Total Client Engagement
Advisor to CEO
And More

Presentations

Bio

Headshot

Dr. Karen Weisgerber

Pareto Speaker

Dr. Karen Weisgerber's focus is helping financial professionals better understand the human dynamics of wealth. A licensed psychologist with more than 30 years of clinical and consulting experience, Karen brings deep expertise in family wealth, behavioral finance, and intergenerational planning. Through her work with families and advisors, she helps professionals navigate the complex emotional and relational issues that often accompany significant wealth and legacy decisions.

Karen's presentations include:

The Legacy Plan
The Multi-generational Plan

Presentations

Bio

Headshot

INTERNAL USE ONLY - This page is for use by First Trust and Pareto Systems employees only

Register an Advisor
for a Webinar Series

Select from the following linked & sequential series by Pareto Systems

Total Client Engagement

Exceptional Teams

Harnessing AI for Growth

Total Client Engagement

The Total Client Engagement Webinar Series is designed to help financial professionals strengthen client relationships and clearly articulate the value they deliver. Built around Pareto Systems’ proven process, the series provides a structured framework for attracting the right clients, elevating the client experience, and driving sustainable growth while building long-term enterprise value.

Participants will learn how to:

Drive consistent, quality referrals
Gain your clients full empowerment
Refine systems and processes

Starts: Tues, Feb 2nd 2026

Terry Gronbeck-Jones & Sherri Palle

Series Outline

Exceptional Teams

The Building Exceptional Teams Webinar Series helps financial professionals develop a scalable team structure that supports long-term growth and enterprise value. The series focuses on integrating team members effectively, aligning around a clear strategic vision, and implementing structured processes for evaluating, recruiting, and onboarding advisors so that teams grow with consistency and purpose.

Participants will learn how to:

Integrate team members successfully
Craft clear goals and accountablilty for team success
Establish a professional process for evaluating advisor fit

TBD

Terry Gronbeck-Jones & Sherri Palle

Series Outline

This webinar series can be scheduled upon request for advisors and teams

Harnessing AI for Growth

The Harnessing AI for Growth Webinar Series helps financial professionals understand how to integrate artificial intelligence into their daily workflows in practical, compliant ways. Through structured sessions and real-world use cases, advisors learn how AI can improve efficiency, enhance communication, streamline administrative work, and ultimately increase capacity while elevating the client experience.

Supported by Pareto Academy, participants will learn how to:

Generate consistent and predictable growth
Elevate the client experience
Improve efficiency through structured systems and processes

TBD

Jason Westover

Series Outline

This webinar series can be scheduled upon request for advisors and teams

INTERNAL USE ONLY - This page is for use by First Trust and Pareto Systems employees only

Access
Advisor Resources

Tools & Resources
to support advisor growth

PMIndex

AI Whitepaper

Blue Square Method

The Advisor Playbook

Practice Management Index Assessment

The Practice Management Index (PMIndex) is an assessment and performance benchmark designed to measure, and elevate the operational strength of your advisory practice.

As a bonus, advisors that complete the PMIndex will also receive First Trust’s Advisor Comparison Tool (ACT) – a tool that compares their group with top-performing teams across the industry.

Copy the Link

Visit the PMIndex

AI for the Financial Professional

The AI Strategies for Financial Professionals Whitepaper provides financial advisors with a practical introduction to using artificial intelligence to enhance productivity, strengthen communication, and improve the overall client experience.

The guide outlines real-world use cases, best practices, and strategic insights that help advisors integrate AI into their workflows while maintaining the human element that defines trusted advice.

Copy the Link

Download

*First Trust Compliance Approved

The Blue Square Method

The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to unlock the next level of both quantitative and qualitative results. Panoramic success requires continual refinement and optimization both personally and professionally.

This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau. By Duncan MacPherson & Chris Jeppesen.

Download E-Copy

*First Trust Compliance Approved

The Advisor Playbook

The Advisor Playbook is a practical guide to practice management for financial professionals who want to build a business that is organized, scalable, and truly valuable.

Drawing on decades of experience, Duncan MacPherson and Chris Jeppesen outline the interconnected processes, branding, service, client experience, and growth strategies, that help advisors position themselves as trusted consultants, strengthen client advocacy, and create a business that delivers both sustainable growth and personal liberation.

Download E-Copy

*First Trust Compliance Approved

INTERNAL USE ONLY - This page is for use by First Trust and Pareto Systems employees only

Register for Elite Advisor Coaching

Financial Advisor Coaching for Growth. Efficiency. Freedom.

One-to-One & Team Coaching

Situational Coaching

Gap Analysis Consultation

One-to-One and Team Coaching

This 3-Month Kickstart helps financial professionals strengthen their practice by implementing proven practice management strategies. Working with a dedicated Pareto coach, advisors identify gaps, build a scalable Best Practices Playbook, and implement a clear path for sustainable growth.

Key Benefits:

Elevate the client experience
Professionalize your practice
Drive consistent quality referrals

Overview

*This coaching is reserved for advisors above $100MM AUM

Duration: 3 Months (6 Consultations)

Situational Coaching

Situational Coaching provides focused guidance for financial professionals who need help navigating a specific challenge or decision in their business. These targeted sessions allow advisors to work with a Pareto coach on timely issues, gain clarity on best practices, and implement practical solutions without committing to a full program.

Common topics include:

Human Resources and hiring strategies
Rightsizing your client base
How to plan and execute successful client events
DISC behavioral profiling and team dynamics
Evaluating and acquiring a book of business
Strategic planning and growth direction
Mastering introductions and generating advocacy
Structuring meetings with prospective clients

*This coaching is reserved for advisors above $100MM AUM

Includes: 1 or 2 Consultations

Gap Analysis Consultation

Gap Analysis is a structured diagnostic process designed to uncover untapped opportunities and overlooked vulnerabilities in your business. Through a guided evaluation and consultations with a Pareto consultant, advisors gain clarity on what is holding them back and develop a focused action plan to reach the next level.

Key Benefits:

Identify gaps that may be undermining referrals, growth, and client advocacy
Refine your client experience and professionalize your business processes
Clarify your branding and value proposition so you stand out from the competition

*This coaching is reserved for advisors above $100MM AUM

Includes: 1 or 2 Consultations

INTERNAL USE ONLY - This page is for use by First Trust and Pareto Systems employees only

Pareto RIA & Enterprise Solutions

Uncover the offerings available to strengthen your important relationships

Enterprise Gap Analysis

Custom Webinars

RIA Affinity Program

Virtual Practice Management Team

Enterprise Gap Analysis

This engagement brings firm leadership together with the Pareto Systems team to evaluate current practice management capabilities. The focus is on identifying gaps across systems, processes, client experience, and advisor growth strategy, providing a clear, structured view of where improvements can be made.

The outcome is a defined benchmark and a prioritized, actionable roadmap. This equips firms to strengthen advisor performance, implement more effective operating systems, and build a more scalable, enterprise-ready business.

Schedule a Call

Custom Webinars

Pareto delivers customized webinars designed to equip advisors with proven strategies. Each session focuses on a specific aspect of practice management and is supported with actionable resources to support implementation.

Topics can focus in all areas of an advisors life cycle from growing, teaming, scaling and exiting.

Some recent webinar topics include:

Articulating Your Value
Generating Introductions
Elevating The Client Experience
Fast-Tracking New Client to Advocacy
Reframing Existing Client Relationships
Building Strategic Partner Relationships
Intergenerational Planning
Harnessing the Power Of AI
Strategic Planning
Driving Enterprise Value

Schedule a Call

RIA Affinity Program

Pareto engages with the leadership of RIAs and Broker Dealers to deliver structured best practices advisors can implement quickly, helping them to elevate the client experience, improve systems and processes, and build more scalable, valuable businesses.

Pareto's Affinity Program includes:

Leadership Consultations
Custom Webinars Series
Workshops & Masterminds

Schedule a Call

Virtual Practice Management Team

Pareto provides the expertise and scale of an experienced financial advisor coaching firm without the complexity and time of enhancing or building an internal practice management team.

Through structured programs and implementation resources, your internal consultants, or managers can ensure advisors gain access to proven strategies that strengthen client relationships, improve systems and processes, and drive sustainable growth.

Pareto's Practice Management Team includes:

Small Group Coaching
Train the Trainer Certification
Program Licensing

Schedule a Call

INTERNAL USE ONLY - This page is for use by First Trust and Pareto Systems employees only

Additional Pareto Offerings (Discounts)

Financial Advisor Coaching for Growth, Efficiency, Freedom

Turnkey Membership

Online/Self-Guided Coaching

One-to-One & Team Coaching

Turnkey Advisor Membership

Turnkey Advisor Membership helps advisors move from reactive to intentional. With the right systems in place, they deliver a more consistent client experience, improve efficiency, and build more transferable businesses. Over time, this drives better results for both the advisor and the firm.

Apply the code below to access 50% off your membership subscription.

Code: FIRSTTRUST50

Gap Analysis

First-In-Line Access

Exclusive Content & Webinars

Advanced Strategies

Online/Self-Guided Coaching

Pareto Systems Online Coaching helps Advisors to achieve new levels of growth by attracting and keeping ideal clients, elevating the client experience, and refining your systems and processes.

Working directly with a dedicated coach, advisors focus on building efficient systems, elevating the client experience, strengthening team structure, and developing a scalable growth model that drives referrals, revenue, and long-term enterprise value.

Online Coaching Includes:

Dedicated Implementation Partner
60 Minute Onboarding Call
Onboarding Kit
In Depth Coaching Series
Access to Pareto Academy & Resources

Visit Website

One-to-One and Team Coaching

Custom One-to-One Coaching is Pareto Systems' personalized coaching program designed to help financial advisors implement proven practice management strategies within their own businesses.

Working directly with a dedicated coach, advisors focus on building efficient systems, elevating the client experience, strengthening team structure, and developing a scalable growth model that drives referrals, revenue, and long-term enterprise value.