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Are you a professional who wants to:
  • Consistently attract and retain great clients?
  • Run a more efficient and profitable practice?
  • Elevate the client experience?
  • Drive enterprise value?
  • Deploy a scalable growth model?
  • Create a panoramic branding strategy?
Speak with us today:Schedule a Call
Pareto Systems is a consulting firm dedicated to knowledge-for-profit professionals. Our practice management and relationship management programs are ideally suited for:
  • Financial Professionals
  • Insurance Specialists
  • Estate Planning Attorneys
  • Accounting Professionals
  • Trust Specialists
  • Wholesalers
  • All knowledge-for-profit professionals
World Map
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2020-01-06 • 20 second read

There has to be an alignment of interest, a coincidence of wants, between yourself and an ideal client. What you want now and in the future has to be aligned to coincide with what they want. If you follow that rule, you will build a community of clients who are enlightened, who respect your value, and are engaged in your process.

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2020-01-03 • 20 second read

Think about congruency. Being congruent means I would never tell you to do something I wouldn't do myself. It means I would never say something about someone that would be different if they were present or not. Ultimately what it communicates is 'I do what I say'.

2020-01-02 • 5 min video

Branding is incredibly powerful in terms of persuasive impact! In this episode, Duncan discusses positioning your value and creating professional contrast to help position referrals as a value-added service.

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2020-01-01 • 20 second read

A Very Happy and Prosperous New Year to all of our Friends and Family! We hope 2020 is your best year ever!

2019-12-31 • 5 min video

Your number one addressable audience is your top clients and implementing a Client Advisory Council will help competitor proof, capture money in motion and create advocacy.

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2019-12-30 • 20 second read

A mentor has to be congruent and not overstep their own responsibilities while liberating the team to do what they get paid to do. You’ve got to focus on what you get paid to do and have others do the same.

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2019-12-27 • 20 second read

Entrepreneurship is all about working on the business... it means it's professionalizing and standardizing everything. Creating an Org chart, creating a playbook, bringing on and prepping a protégé, all are vital steps.

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2019-12-26 • 20 second read

There's an element of business success centered on congruency. Do what you say. Your clients follow your strategy, but more than that, they look to your character. They're led not pushed.

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2019-12-23 • 20 second read

It's your adversity that gives your accomplishments meaning. Appreciation and aspiration must go hand in hand.

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2019-12-20 • 20 second read

Keep imprinting your value. Do it in a unique way that creates an energy that helps your clients socialize your value and create advocacy. This is one of the many things that separates the best from the rest.

Pareto Systems
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