Total Client Engagement for Shurwest Financial Advisors

Most independent financial advisors and RIAs understand the value of engaging with their clients, but aren’t sure they have the time or resources to do it well. We’re changing that.

We’ve partnered with one of the nation’s leading practice management experts, Duncan MacPherson, to give you the Total Client Engagement advantage over your competition.

Total Client Engagement, powered by Pareto Systems, is an actionable, proven process that enables you to quickly and predictably:

  • Competitor-proof clients
  • Gain their full empowerment
  • Create referral-generating advocates

This turnkey, plug-and-play process:

  • Fits in with your new client onboarding to fast-track clients to empowerment and advocacy
  • Gives you step-by-step help with your current client review process to reframe and maximize your existing relationships

In other words, both your new and existing client relationships can completely transform when you implement Total Client Engagement.

Become Your Clients’ Personal CFO

Think of it this way: If you become your clients’ personal CFO, you have enormous credibility and therefore longevity in your relationships. You have surmounted the challenge of financial advice being a “commodity”—such as we are seeing with robo-advice—and you’ve instead become an indispensable and trusted family resource.

The Total Client Engagement program will teach you how.

Investing in Your Practice Won’t Take Much Money—Just a Little Time

The Total Client Engagement program we are offering to our advisors lasts for three months and requires you to attend three important, sequential coaching calls. You’ll also need to spend approximately 2-3 hours per week studying and implementing the system into your practice.

It’s very little investment for the huge results that the nation’s top advisors have seen by working with Duncan MacPherson’s Pareto Systems. Total Client Engagement is the pared-down, fast-track method you can use to get results and reap rewards quickly.

When You Grow, We Grow

At Shurwest, our mission is to provide you with programs that truly help your practice in fundamental ways. We have obtained access to Total Client Engagement because of our longstanding relationship with both Pareto and Duncan. We have been inspired by his practice management results for more than a decade.

You owe it to yourself and your business learn more about your access to Total Client Engagement through Shurwest.

About Duncan MacPherson, Co-Founder and CEO of Pareto Systems

As a best-selling author, business development coach and Co-Founder and CEO of Pareto Systems, Duncan MacPherson has worked with thousands of advisors from the industry’s top firms who together have generated more than $1 billion of life and annuity premium, AUM and portfolio management. Those firms include Merrill Lynch, Wells Fargo, Raymond James, UBS, First Trust Securities and LPL, to name a few. All have successfully deployed and implemented the Pareto System.

Achieving a true business breakthrough or overcoming the “plateau” is not done by luck or chance. The “Sequential Implementation Process,” developed and refined by Duncan and his team through years of experience offers a clear and systematic plan to get your practice to the next level.

Duncan travels extensively throughout North America and around the world conveying fact-rich presentations that have made him a popular spokesman for the knowledge-for-profit industry.


Contact your Shurwest Advisor Development Consultant, or Tandi LeFranc, Shurwest’s VP of Marketing, at 800.440.1088 or to learn more or get started.