Pareto Academy was inspired by our vision to create a virtual practice management department focused on process and implementation, where professionals can access a steady stream of proven strategies that will help them achieve a breakthrough in their business and liberation in their lives. Developed by Pareto Systems, a leading business development consulting firm, which provides practice management, relationship management, and marketing solutions to top professionals.
Pareto Systems is well known for its focus on process and implementation. This approach enables professionals to put all of the pieces together, step-by-step, one strategy at a time in a way that ensures knowledge is not simply lost, but becomes a consistent and regular component of their business.
Our programs focus on:
- Uncover new assets
- High quality client acquisition
- Developing a professional branding strategy
- Professionalizing the client experience
Our programs are ideally suited for knowledge-for-profit professionals including:
- Financial Advisors
- Insurance Professionals
- Estate Planning Attorneys
- Accounting Professionals
- Mortgage Specialists
As CEO of Pareto Systems, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the knowledge-for-profit sector.
Duncan's expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Knowledge-for-Profit Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.
Duncan often contributes articles and commentary to industry publications and is a best-selling author with his book: Breakthrough Business Development, Take Your Business to the Next Level. Recently, he has released his new book: The Advisor Playbook.
Duncan enjoys many recreational activities including golf and tennis, and he loves spending time with his wife and two boys.
