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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
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2018-09-21 • 20 second read

It is more important to reach people who count than it is to count the number of people you're reaching. Branding helps someone understand their unmet needs and compare and contrast your value to their current provider. Conversion follows, where you take that intent and create consent.

We work with our Blue Square Method clients to improve their personal branding. See if you are a fit for Blue Square:

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2018-09-21 • 20 second read
In Nashville with Morgan Palmer at First Trust Portfolios as well as Ryan Borer, AAMS and Justin Koehler of Fusion Capital Management. I outlined our Total Client Engagement Process. Learn more here:
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2018-09-21 • 20 second read

In Birmingham, Alabama with Reed Nitto of First Trust Portfolios presenting to a great group of Financial Planners at The Financial Planning Association conference.

2018-09-20 • 5 minute video

Convert clients into referral-generating advocates –– In this episode of the 5 Minute Fix, Duncan explains why you never have to ask for referrals again. By positioning your referral process as a service you are providing to your ideal clients, rather than as a favor you are asking of them.

We help our Blue Square Method clients create a referral process to ensure they receive a steady stream of quality referrals from their top clients. See if you are a fit for Blue Square:

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2018-09-19 • 20 second read

Gratitude and appreciation is fueled by understatement and humility. Don’t pivot away from goal setting, keep reaching, but keep everything in proportion, everything in perspective. There is purpose and meaning in achieving goals for what they make of us. If your goals include scaling your business, and you need help to get there, speak with Scott Wetzel and our friends at Succession Lending who can help propel your advisory practice to the next level:

2018-09-18 • 4 min video

In this episode Duncan discusses how progress comes as much from WHO you're exposed to as it does from WHAT you're exposed to. Right-sizing your book of business will allow you to focus on the clients that DESERVE you rather than the clients that NEED you.

If you would like to learn more about how to focus your time on the clients that deserve you, join Duncan at a Pareto Systems Mastermind event in beautiful Palm Springs, CA. or Kelowna, BC. Limited seats remain for dates this fall, visit our website to learn more:

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2018-09-17 • 20 second read

It’s often said that what separates the best from the rest is that the best don't major in minor things. They don't mistake motion for action, as Hemingway eloquently put it. Identify the best activities, focus on them, let them compound. They'll serve you well.

Our Blue Square Method clients learn to focus their efforts on the clients that deserve them rather than the clients that need them. See if you are a fit for Blue Square:

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2018-09-14 • 20 second read

Take all your qualities, skills and intentions, and put them into a process. Build an intellectual property that somebody else could deploy. Make yourself obsolete. Build a business that runs like a Swiss watch whether or not you're there.

Your growth can be scalable without dilution, no matter how big it gets. Once it's professionalized, it can be standardized in a proprietary playbook that can be handed to somebody else, and that enables you to monetize that intellectual property.

Need help professionalizing your process? The Advisor Playbook can help you kick start your own playbook. Learn more here:

2018-09-13 • 6 min video

In this episode of The Blue Square Method, Duncan discusses how the purest form of client acquisition is not going out and trying to convince new people, but working with the people who are already convinced and showing them how to convince people on your behalf.

Our Blue Square Method clients learn to convert their top clients into advocates who become referral generators who feel they're doing their friends a disservice if they don't make the introduction. See if Blue Square is a fit for you:

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2018-09-12 • 20 second read

The Law of Resonance states that the value of what you communicate to someone begins after the conversation. How does your client feel a week after a strategy and tactical meeting? Value is amplified by your process and your ability to reinforce what was discussed. This is how you invest every interaction into the rest of the relationship.

Invest in yourself, invest in your future. Have you ever considered becoming a Practice Management coach? Learn more about The Pareto Coaches Network:

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