Duncan is the CEO of Pareto Systems, an industry
leading business development firm dedicated to
the elite professionals and companies within the
knowledge-for-profit sector. Duncan and his team of
consultants work with professionals in a wide range
of fields including Financial Services, Insurance,
Accounting, Legal, Mortgage, and Consulting to
create predictable, sustainable, and duplicable
businesses. Pareto Systems is well known for its
approach which is based on best practices and for
its focus on implementation.


As a speaker in high demand, Duncan travels
extensively throughout North America and
around the world, conveying dynamic and factrich
presentations that have made him a popular
spokesperson for the knowledge–for-profit industry.
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
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; the
mindset and best-practices of top fee-for-service
professionals.


Beyond the office, Duncan loves spending time with
his wife and two sons. They enjoy the four-seasons
playground they call home in beautiful Kelowna,
British Columbia, Canada. He enjoys staying active
with recreational activities such as golf, tennis, and
skiing.

Duncan is the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the knowledge-for-profit sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.
 As a speaker in high demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and factrich presentations that have made him a popular spokesperson for the knowledge–for-profit industry. 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 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; the mindset and best-practices of top fee-for-service professionals.
 Beyond the office, Duncan loves spending time with his wife and two sons. They enjoy the four-seasons playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, tennis, and skiing.

Award-winning portfolio manager and host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly. For more information visit: https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner

Award-winning portfolio manager and host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly. For more information visit: <a href="https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner">https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner</a>

Advertisement