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Duncan
Welcome to Pareto Central, the trusted source for thought leadership tailored for Financial Advisors. If you've arrived here through a trusted recommendation or discovered us in your own search, I'm glad you're here. Your interest in what we do means a lot.
At Pareto Systems, we're committed to sharing meaningful insights and processes that can enhance your practice and create positive change. Our resources-from books and podcasts to speaking engagements and webinars-are crafted to help you achieve your goals in a lasting, impactful way.
Explore, absorb, and engage with us as we continue this journey of growth. Welcome to the Pareto Systems community.
Top Financial Advisors
The Blue Square Method
It equips you with a proven philosophy and process for building the business you deserve, while tracking towards your "blue square," becoming the best version of yourself.
The Advisor Playbook
This proven financial advisor coaching process, developed by Duncan MacPherson and Chris Jeppesen, empowers you to grow your business with predictability and consistency.
The "Always On" Podcast
The Ultimate Financial Advisor Tech Stack
Learn what technology advisors are using in 2025
We find that the average financial advisor spends a staggering 41% of their week buried in administrative tasks. But interestingly enough, we also found that the right tech stack drops that [...]
Grow Your Divorce Advisory Business
Testimonials and Online Reviews Marketing Strategy
2025 Insights from the Practice Management Index
Master the Art of AI Prompting
Here's the problem we're solving: You're drowning in scheduling follow-ups, forgetting client birthdays, and worried that something important is slipping through the cracks, but you don't know what. Your current system (whether it's a generic CRM or spreadsheets and sticky notes) isn't built for growth, and it's slowing you down big time.
What we'll show you on this live demo:
- How to truly build your client experience into TOOLKIT
- How to keep track of everything you do for your clients in one system
- How to automatically delegate tasks to different team members at the right time
- How to store unique client information by customizing the contact record
Pareto System's App
Relevant & Timely Videos
Actionable Posts
In-depth Articles
Pareto Academy (if subscribed)
Duncan's YouTube Channel
Download our Guide to
Financial Advisor Coaching
The best of the best teams in history oftentimes, attribute their success to great coaching! This informative guide will help answer:
- What can a good financial advisor coach do for me?
- What questions should I ask when hiring a coach?
- What should I watch out for when hiring a coach?
- Is coaching worth the investment?
- And many more...
