At Pareto Systems, we believe there are Financial Professionals who deserve a lot more referrals than they are currently receiving.
Many Financial Professionals have told us that they are uncomfortable asking for referrals, and we believe that ‘discomfort’ is exactly what is wrong with 95% of the referral strategies that are available out there.
Whether you are someone who is in need of help with this often-challenging concept of referrals, or someone who simply needs some fine-tuning; we believe The Referral Machine program will systematically assist you to receive more referrals than you ever thought possible
Our Hands-On Approach
Many coaching programs are either 2 to 5 day boot camps or regular quarterly get-togethers. At Pareto we believe this approach is inherently flawed. There is too much information acquired over too short a period of time. Implementation of new ideas is approximately 5 to 10% by about 15% of the attendees. We believe that these are unacceptable results.
The following approach is used to guarantee your success:
- Weekly phone calls with you and your staff, and your Pareto Systems’ dedicated coach for a period of 90-days
- Each call introduces a new sequential strategy designed to get you closer and closer to referability
- Your coach acts as a sounding board and accountability partner for successful implementation
- Strategies are supported by online videos, additional reading, templates, and a step-by-step implementation process
- Each Strategy is implemented successfully before progressing to the next
- 90% of our clients implement more than 80% of our strategies. As a result, our clients have unparalleled results with:
What You Can Expect From the Referral Machine Coaching Program
The primary reason we can guarantee results is by providing you with a precise and turnkey process that is easy to execute. On a weekly basis over the next 90 days, we will sequentially coach you through our Critical Path to Success – proven strategies coached to you progressively.
- Step 1. Understand what is undermining your refer-ability with clients and COI’s
- Step 2. Start positioning referrals a service rather than as a favor you are requesting
- Step 3. Deploy a focused service matrix to ensure you are refer-able
- Step 4. Learn how to manufacture capacity and attract the right clients
- Step 5. Use a scripting and a communication strategy that is persuasive
- Step 6. Use a professional “Fit-Process” rather than a “Sales-Process”
- Step 7. Start projecting scarcity to contrast you favorably to other advisors
- Step 8. How to fast-track new clients to advocate status during on-boarding
- Step 9. How to reframe the referral process for existing clients
- Step 10. Use a process to consistently maintain refer-ability over the long haul
We believe that more than ever, people are looking for Financial Professionals that they can trust. Our programs are designed to create, or enhance, long-term relationships based on trust with your best clients.
We believe that building trust in that way starts the receiving process for you. In fact, we prove this every day with our clients.
Why not you?
For more information, please call: 1 (877) 677-4585 or visit www.paretosystems.com
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