One of the secrets of life is that it is short. Unfortunately we usually find this out later than sooner. A life lived without intent is a life lived in a cloud and haze; nothing ever seeming clear or ‘right’.
I am constantly amazed at entrepreneurs who have been in the business for years, sometimes decades, […]
David Miller
Co-CEO of Pareto Systems and Pareto Platform
As co-founder and co-CEO of Pareto Systems and Pareto Platform, an industry leading business development firm and ASP (Application Service Provider) dedicated to the elite professionals and companies within the financial services sector, David Miller and his team of consultants are in constant demand for speaking engagements and for assisting Financial Services Professionals 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. Pareto Platform has now taken that expertise to a whole new level by combining practice management strategies with a powerful web-based client relationship management system – paretoplatform.
Under David’s leadership, Pareto Systems has worked with Investment Management Companies, Regional and Wirehouse Broker/Dealers, Retail Branch Managers, individual Financial Advisors, and individual Wholesalers to successfully transform the manner and structure by which they conduct themselves and their businesses. Through the creation of positive business relationships and better-structured working environments, Pareto Systems has helped increase business and sales for its clients. Along with Duncan MacPherson, David is co-author of the best selling book Breakthrough Business Development.
David has more than 24 years of business experience, including management, business development, consulting and technology. After beginning his career at a financial planning company, David then established his own firm and enjoyed success by implementing structured systems and processes. During this time, he also designed some of the first software to search for competitive estate planning products, compare their effectiveness and integrate them into a financial plan.
After his subsequent experience as an individual advisor, David then founded Mindset International, which specialized in consulting for the financial services industry. Based on his primary interest in studying the best practices of advisors, David established a program allowing advisors to implement strategies found to ensure their success. David has continually refined this consulting program over several years, and in the year 2000, Mindset International joined forces with Duncan McPherson and Associates to create Pareto Systems.
A graduate from the University of Alberta, David holds BED and BSC degrees.
The Irony Of Work Habits
Wednesday, April 18th, 2007
Posted in General |
The Anti-Elevator Speach Gets Implemented
Tuesday, April 17th, 2007
Last week I was speaking to a group of new investment advisors. They had been using Proven Strategies from Pareto Platform over the previous 90 days. There was an extraordinary level of belief and conviction to implementing our ideas. Of course I wish them all the best in their new career. At the same time, […]
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The Socratic Irony
Tuesday, April 10th, 2007
Socrates is regarded as one of the early and incredibly influential gurus of early Greece. While far from being a flawless man, people of all kinds would approach him for advice because of his wisdom. Yet one little known fact about his style of giving advice is that often he wouldn’t provide actual answers to […]
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The Same Principles Always Apply
Thursday, April 5th, 2007
There are individuals in all types of businesses doing an exceptional job of building consistency, congruency and chemistry with their clients and potential clients. In my day-to-day interactions, whether it is with an accountant, lawyer, contractor, or sports store; I am always watching how their business is conducted and whether or not they are building […]
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Make Your Clients the Voice You Listen To
Wednesday, April 4th, 2007
On a conference call today with a great group of pareto platform clients, I was reminded of the power of the Client Advisory Council. On the call, our client recounted how just last week - after following our turnkey process - he enjoyed a dinner meeting with a group of 13 clients and significant others that […]
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Trust isn’t everything–It’s the only thing
Tuesday, April 3rd, 2007
We have been saying for a long time how important trust is in any business relationship–at least any business relationship that you wish to endure over several years. I would take that one step further and suggest that we could define a professional relationship as one that is long term and based on trust. A […]
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Referrals Must Be Process Driven
Saturday, March 31st, 2007
Every now and again I have a call with a prospective client that is extremely frustrating. I just had such a call. He wanted to know if our processes worked better with existing clients or with some other form of prospecting. The reason he said this was important to him was that his existing clients […]
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Why DON’T Your Clients Refer
Saturday, March 31st, 2007
In a recent conversation, a successful entrepreneur revealed to me that he wasn’t satisfied with either the quality or quantity of referrals he was getting from his clients. He then asked me the question, “How can I improve on these lousy results?”As I often do, I answered his question with a question: “Have you given […]
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