Keynotes, Breakouts, Workshops and Virtual Events
Inspire, Educate,
& Empower
Make your next event unforgettable with Duncan MacPherson or one of our Business Coaches.
As dynamic Financial Advisor speakers and industry leaders, they deliver actionable insights on business growth, client engagement, and achieving work-life harmony.
Perfect for conferences, workshops, or private events, their proven strategies empower financial professionals to thrive.
Book a Pareto speaker today and elevate your audience's experience.
Presentation OutlinesOur Speakers
Duncan MacPherson
Jason Westover
Mike "Cy" Cajthaml Jr.
Karen Weisgerber
Duncan MacPherson
CEO Pareto Systems
Duncan's primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution. Duncan is also an industry best-selling author and has written many books including The Advisor Playbook and The Blue Square Method.
Duncan's presentations include:
- Harnessing AI for Growth
- The Strategic Growth Blueprint
- The Multiplier Method
- Scaling Up Through Succession
- And more
PresentationsJason Westover
Pareto Coach | Speaker
Jason's focus is helping financial professionals improve performance by applying practical strategy and disciplined execution. With more than 20 years of experience working with advisors, sales teams, and wholesalers, Jason brings a strategic mindset and a clear approach to solving complex business challenges.
Jason's presentations include:
- Harnessing the Power of AI
- Total Client Engagement
- How To Run a Business and Not A Book
- And More
Mike "Cy" Cajthaml Jr.
Pareto Coach | Speaker
Mike "Cy" Cajthaml Jr.'s focus is helping financial advisors refine their business and implement proven practice management strategies that lead to meaningful growth. With more than 14 years of experience in financial services, including roles in consulting, wholesaling, and building his own advisory practice, Mike brings practical insight into what it takes to succeed in a competitive marketplace.
Mike's presentations include:
- Unlock Client Loyalty, Advocacy, & Growth
- Total Client Engagement
- Advisor to CEO
- And More
Dr. Karen Weisgerber
Pareto Speaker
Dr. Karen Weisgerber's focus is helping financial professionals better understand the human dynamics of wealth. A licensed psychologist with more than 30 years of clinical and consulting experience, Karen brings deep expertise in family wealth, behavioral finance, and intergenerational planning. Through her work with families and advisors, she helps professionals navigate the complex emotional and relational issues that often accompany significant wealth and legacy decisions.
Karen's presentations include:
- The Legacy Plan
- The Multi-generational Plan
Duncan's Top Most Requested Presentations
The Strategic Growth Blueprint
Reimagine, reframe, and reignite your business.
The Strategic Growth Blueprint
- Unlock professional contrast for lasting differentiation.
- Achieve organic growth through an exceptional client experience.
- void plateaus with proven strategies for sustained success.
Presentation or Workshop
Implementation Resources Included
The Multiplier Method
Transform your growth strategy from organic to scalable.
The Multiplier Method
- Shift from B2C to B2B models for greater impact.
- Leverage intellectual property to fuel exponential growth.
- Build a scalable team and acquire complementary businesses.
Presentation or Workshop
Implementation Resources Included
Harnessing AI for Growth
Create efficiencies while elevating the client experience.
Harnessing AI for Growth
- Unlock professional contrast for lasting differentiation.
- Achieve organic growth through an exceptional client experience.
- Avoid plateaus with proven strategies for sustained success.
Presentation or Workshop
Implementation Resources Included
Translate Ideas & Strategy Into Real Results
Implementation Packages
For Each Event
In person or virtually, our presentations are not pep-talks or fireside chats; rather our speakers deliver productive, actionable strategies with a clear path for implementation.
The real value begins once the presentation ends. To ensure Financial Advisors can translate the ideas and strategies into real results, all of Pareto's presentations include actionable follow-up resources for implementation into their business.
Our Most Requested
Speaking Topics
Achieve Total
Client Engagement
Client Engagement
How to Attract Business
Owners & Professionals
Owners & Professionals
Communicate &
Demonstrate Your Value
Demonstrate Your Value
Breakthrough Business
Systems & Processes
Systems & Processes
Elevate Your
Client Experience
Client Experience
The Advisor of
The Future
The Future
Mastering Organic & Then
Scalable Growth
Scalable Growth
Becoming Your Clients
Personal CFO
Personal CFO
