Duncan is the CEO of Pareto Systems, an industryleading business development firm dedicated tothe elite professionals and companies within theknowledge-for-profit sector. Duncan and his team ofconsultants work with professionals in a wide rangeof fields including Financial Services, Insurance,Accounting, Legal, Mortgage, and Consulting tocreate predictable, sustainable, and duplicablebusinesses. Pareto Systems is well known for itsapproach which is based on best practices and forits focus on implementation. As a speaker in high demand, Duncan travelsextensively throughout North America andaround the world, conveying dynamic and factrichpresentations that have made him a popularspokesperson for the knowledge–for-profit industry.Duncan’s expertise in demystifying businessdevelopment and marketing in the financial worldhas universal appeal; from the high-level advisorto the successful wholesaler, to corporate financialinstitutions. Duncan’s primary goal is to helpProfessionals achieve liberation and order in theirbusinesses through step-by-step methodology andexecution. Duncan is also an industry best-selling author andhas written many books including: The AdvisorPlaybook and The Blue Square Method; themindset and best-practices of top fee-for-serviceprofessionals. Beyond the office, Duncan loves spending time withhis wife and two sons. They enjoy the four-seasonsplayground they call home in beautiful Kelowna,British Columbia, Canada. He enjoys staying activewith recreational activities such as golf, tennis, andskiing.

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