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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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2018-08-27 • 20 second read

It's never a bad idea to go back to your existing clients and start to reframe gradually how they perceive you and describe you. You are the gateway to their success, but because the commoditization and the velocity of noise, it's easy for that value to be trivialized.

Help them understand your practice and your process, not just that you're a good person. Get them to buy into that panoramically. You'll competitor-proof them through the entire journey and into the next generation and make it easy for them to articulate your value to others.

We continuously work with clients through the Blue Square Method to reframe and maximize existing client relationships. See if you are a fit for Blue Square:

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2018-08-24 • 20 sec

Among the qualities that can make you better at what you do, a profound one is this - even at the highest level, the mindset is that the clay is soft. There's no fixation on inertia confidence, the best don't mistake movement for achievement, they are always trying to refine and optimize what they do. They never stop learning. Even if it is subtle, minor adjustments, they can lead to major improvements.

Uncover potential untapped veins of gold in your business, join me, and a small group of elite advisors, at an upcoming Mastermind sessions:

2018-08-23 • 5 min

Anything you do more than three times (or which has three or more steps in the process) should be recorded and defined. In this episode of the 5 Minute Fix, Duncan explains how making your process proprietary - taking it from vapor to paper - builds value in your business.

Add value to your business, schedule a complimentary Pareto Systems Intro call and take your first step to the next level:

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2018-08-22 • 20 second read

How to Finish 2018 with Momentum and Position Yourself for a Tremendous 2019! Access the FREE recording here:

Q4 is the perfect time to finish the year with a bang and then fast track success in the New Year. In advance of Q4, this session will highlight three key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2018, and for a great start to 2019.

Each of the strategies is easy to implement and translate into results quickly and predictably. In this fast-paced webinar, Duncan will walk you through a proven process that will ensure you can:

  • Competitor Proof Your Clients
  • Maximize Existing Relationships
  • Generate More Referrals

Click here for the accompanying pdf:

2018-08-21 • 5 minute video

In this episode of the 5 Minute Fix, Duncan explains how your conduct makes your process refer-able by other professional providers, and how your communication with clients and their professional providers builds trust and endorsements.

Looking for a continuous stream of endorsements? Learn how to create a predictable process to achieve consistent quality client acquisition with our Blue Square Method:

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2018-08-20 • 20 second read

Outline the introduction process; explain the why, the who and the how. Don’t leave your clients to their own devices to figure out how to make an introduction. This closes the gap between endorsement and introductions.

Increase your rate of referrals by improving your introduction process, schedule a complimentary Pareto Systems Intro Call to learn how:

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2018-08-17 • 20 second read

People are bombarded with noise, you need them to tune in your signal. Every hook is either a “me too” that captures your attention or “so what” that’s dismissed.

Craft your value proposition to act as that hook, removing the mystery about who your ideal client is and differentiating so that you’re not swimming in the pool of sameness.

Improve your value proposition, schedule a complimentary Pareto Systems Intro Call to learn how:

2018-08-16 • 5 minute video

In this episode of the 5 Minute Fix, Duncan explains how your process and value become more, not less refer-able when your value doesn't depend on short-term results or productivity, but instead hinges on your client relationships.

If you’d like to learn more about Pareto Systems strategies and how they can help increase your referrals, schedule a complimentary 20 minute call with one of our friendly and knowledgeable Consulting Coordinators:

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2018-08-15 • 20 second read

Where do you get new clients? From your existing relationships.

You’re not out there trying to convince new people, you’re working better with people who are already convinced, and that helps you to tap into the second and third generations of your existing clients.

Receive consistent quality referrals, fully empower clients and competitor proof your best clients. Learn more here on the one good idea that can help you get there:


2018-08-14 • 7 min video

The most valuable proprietary asset you have, and the rule of 52. Learn about how these factors, along with how the power of imprinting can impact your business in this short video we pulled from our archive.

If this video resonates with you, join me for one of my upcoming Mastermind sessions in Palm Springs, CA, or Kelowna, BC where I will dive deeper into this and much more:

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