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
2025 Insights from the Practice Management Index
In this year's 2025 Practice Management Trends Report, our goal is to uncover the drivers of success by analyzing the activities and strategies that financial advisors focused on throughout 2024. We seek to identify the "opportunity gaps" between [...]
Master the Art of AI Prompting
What is your business worth?
2025 Annual Report on Transitions
Top AI Tools for Financial Advisors
As more advisory teams pivot from organic growth to acquisition-driven models, the question isn’t if you should buy a book, it’s how to do it right.
In this high-impact session, Duncan MacPherson will unpack a turnkey approach to growth through acquisition. Drawing on real-world advisor experiences and proven playbooks, Duncan will explore how to:
- Valuing a book of business
- Integrate new clients without disruption
- Expand enterprise value through acquisition
- Build a predictable and professionalized process to scale as a buyer
- Use acquisition as a succession tool for advisors nearing exit
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...
