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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 fee-for-service 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 fee-for-service professionals
World Map
2020-04-27 • 8 min video

In this episode Duncan discusses the benefit of being in a “state of flow” and how right now there's an opportunity for you to rethink your business, and your focus, to get to a real state of fulfillment and potentially go up market to a higher-caliber client.

Visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates that will help you not only survive, but thrive during these turbulent times: https://paretoacademy.com/knowledge-bank-volatility.html

2020-04-23 • 8 min video

Once again, today’s video is hosted by Pareto Business Consultant Scott Hamilton and discusses strategies for hosting effective online video meetings. Join Scott for part two of this two part series as he shares numerous ideas and concepts to make your video calls more memorable for the right reasons!

Also, be sure to visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates that will help you not only survive, but thrive during these turbulent times: https://paretoacademy.com/knowledge-bank-volatility.html

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2020-04-22 • 20 second read

Future pace your business to see how you can capitalize on this coiled spring of untapped opportunity that's about to pop. Become indispensable to your clients as their unmet and developing needs evolve.

Visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates to help you future pace your clients during these turbulent times: https://paretoacademy.com/knowledge-bank-volatility.html

2020-04-21 • 8 minute video

Today's video is hosted by Pareto Business Consultant Scott Hamilton and discusses strategies for hosting effective online video meetings. Join Scott for part one of this two part series as he shares numerous ideas and concepts to make your video calls more memorable for the right reasons!

Also, be sure to visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates that will help you not only survive, but thrive during these turbulent times: https://paretoacademy.com/knowledge-bank-volatility.html

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2020-04-20 • 11 minute audio

This audio is taken directly from a recent consultation between Duncan MacPherson and Jeff Gates. Jeff is a successful Advisor based in Waterloo ON, Canada. He and Duncan discuss the positioning of what you can say - right now - to be the voice of reason for your clients.

Listen on: Apple Podcasts  or  Google Play

 

https://itunes.apple.com/ca/podcast/duncan-macpherson-from-the-field/id1359813986?mt=2

https://play.google.com/music/m/Invlkszkicyak7v4vgciyqtqzj4?t=Duncan_MacPherson_-_From_the_Field

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2020-04-17 • 20 second read

During this period of intense volatility, your team went into this together, made it through together and are now starting to come out of it together. Show your clients a composite of your team working from home with smiles, optimism and purpose. Remind your clients that they belong to a community of very dedicated people committed to maintaining a consistent client experience and navigating through the storm with a process.

Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you navigate these turbulent times: https://paretoacademy.com/knowledge-bank-volatility.html

2020-04-16 • 10 minute video

Support, sift and strengthen your client relationships to focus on commonalities of your client's interests, beyond just money and the technical, to truly stand out from the pack and be their voice of reason.

Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you focus on your clients' interest and be their voice of reason: https://paretoacademy.com/knowledge-bank-volatility.html

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2020-04-15 • 20 second read

There is an art and science to navigating your clients through storms. Balance your technical ability with empathy and listening. Strength comes from wisdom, courage and caring - remind them that you care about what they care about. After all, you can't count everything that counts.

2020-04-14 • 6 minute video

Focus on where the puck is going Join Duncan in this episode of the Blue Square Video Series as he discusses the importance of continuity, succession and family investment legacy planning with your clients to ensure they grow further into your process as their life unfolds and their needs evolve.

To learn more about continuity and succession, we recommend reading Intergenerational Wealth Expert Tom Deans’ book: “Every Family’s Business” and checking out his website at: EveryFamiliesBusiness.com

Also, look out for an upcoming webinar Tom and Duncan are planning, details to follow!

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2020-04-13 • 20 second read

During volatile times, a good advisor is at his or her highest level of refer-ability. When money becomes topical, a client’s friends and family members may develop nagging doubts about their current provider and begin looking for a safe haven.

Be your client’s voice of reason and offer to speak to the people important to them to allay their fears. Access the Pareto Systems Knowledge Base for videos, scripts and templates to help be your client’s voice of reason: https://paretoacademy.com/knowledge-bank-volatility.html

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