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Are you a professional who wants to:
  • Consistently attract and retain great clients?
  • Run a more efficient and profitable practice?
  • Elevate the client experience?
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Pareto Systems is a consulting firm dedicated to knowledge-for-profit professionals. Our practice management and relationship management programs are ideally suited for:
  • Financial Professionals
  • Insurance Specialists
  • Estate Planning Attorneys
  • Accounting Professionals
  • Trust Specialists
  • Wholesalers
  • All knowledge-for-profit professionals
World Map
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2018-10-17 • 20 sec

Don't pitch what you want or what you need. Position what you provide and how it helps people. Make it easy for your clients to articulate that value and the quality and quantity of referrals you get will go up.

Our Total Client Engagement consulting program will help you articulate your value to your clients so that they can relay that to their colleagues, family and friends.

Click here to learn more: https://www.paretosystems.com/total-client-engagement.html

#businessdevelopment #practicemanagement #coaching

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2018-10-15 • 20 second read

Remind people why they should value you beyond rates of return: Your process addresses continuity and succession, family investment legacy - when first-generation earned money becomes second generation found money. Your process addresses that, so just a couple of gentle reminders about some of the core values that you represent, but ensuring that clients never take your value for granted. As Warren Buffet would say, “Price is what you pay, value’s what you get.” Remind your clients of the value of your process - not necessarily what it is and what you do, but what that process does for a client now and in the future as their life unfolds and their needs evolve.

Our Total Client Engagement consulting program will help you articulate your value to your clients, click here to learn more: www.paretosystems.com/total-client-engagement

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2018-10-12 • 20 second read

Look around your office and just assess how it makes your clients feel. What imagery do you have that symbolizes your value? I'm sure you have pictures of your family and milestones that you've achieved and artwork, and that's all great. It says a lot about you, but what is it that you're imprinting in your clients minds that takes the abstract and commoditized nature of your value and makes it conceptual and proprietary?

For artwork for your walls that will reinforce your branding and set you apart from the crowd check out our friends at LavishCards.com. They actually do much more than just cards, they do gallery style art prints and canvas that will make your walls pop. Click here for full details:www.lavishcards.com/prints-canvas/

2018-10-11 • 5 minute video

In this episode of The Blue Square Method video Duncan points out how we all have the same 24 hours of time in a day and the importance that emotional intelligence has on practice and relationship management.

Need more sand in your hour glass? Talk to our friends at First Trust, or check out the Advisor Playbook: www.paretosystems.com/the-advisor-playbook

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2018-10-10 • 20 second read

Give some consideration to the concept of a client advisory council. It’s an unbelievable bang for the buck in terms of investment of time, money, and effort. Just invite six or eight of your favorite clients to a lunch or a dinner and simply tell them that you take a lot of pride in the client experience you provide, but you know you can always raise the bar. Let them know that they, the clients, are the only critics whose opinions really count - and that you want to make them the voice you listen to.

To learn more about implementing a Client Advisory Council into your practice, check out the Total Client Engagement consulting program and take the first step to the next level: www.paretosystems.com/total-client-engagement

2018-10-09 • 6 min video

In this episode Duncan discuss the concept of the Ideal Client Event, that’s agenda driven and more experiential than a simple presentation, to re-introduce and shift the focus from products, pricing and performance to a trusting relationship with the people, the practice and the process.

Want to learn more about the Ideal Client Engagement, and Advisor Protocol visit: www.advisorprotocol.com

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2018-10-09 • 3 minute read

Is it your fault as an advisor that the markets are volatile and the future is uncertain? Not any more than it’s your fault when autumn becomes winter. Your responsibility, however, is that your clients are prepared for winter, and that it’s not a shock to them when it arrives. However, if your clients tend to refer you only when things are rosy, you have a serious vulnerability in the way that you have positioned yourself. Things do not have to be this way!

If advisors would take a page or two from a profession that has already gone through this brand of disharmony, the dentists in the preceding section being a great example, they would finally have a business where clients can and will refer them regardless of how the markets are doing. This is not a pipe dream. There are advisors who have already integrated these things into their businesses. These advisors have clients who have been taught the doctrine and who are not faked out by volatility. As a result, because their clients’ expectations have been exceeded in the areas that the advisor can control, these advisors are immensely referable 365 days out of the year.

When ‘instant rapport’ takes place at your office and the experience is coupled with a client process where the complexities of financial planning have been simplified and future-paced, clients will embrace your efforts. They will also realize that it would be a disservice not to recommend this five-star service to others they know who are unhappy with their professional advisors.

Through a crystal-clear client process, clients are taught that financial planning is not an event, but a process that involves ongoing interaction with their professional advisor, repeatedly and consistently as their lives and needs unfold.

Like the “dental health” mantra, clients can learn a financial mantra and will deliver it to others just as naturally and eloquently. With this kind of structure, to blame a professional advisor for an occasional or sustained hit to a balanced portfolio would be akin to blaming a dentist for your impacted wisdom tooth. The end result is that the instant rapport and the Client Process are what the clients learn to value in their dealings with the advisor, instead of fixating on the rate of return on their investments.

To those advisors who doubt the veracity of this claim, the number-one piece of feedback I hear from the clients of professional advisors who have embraced this approach of perfecting what they can control and improve on is: “Finally! This is what we’ve been waiting for!” Typically, when affluent prospective clients hear about a superior brand of advisor, they will distance themselves from the transaction-oriented advisor as quickly as possible and gravitate to the full-service advisor.

The bottom line is that everything – every action and reaction – executed by you and your team makes you either more or less referable. Scrutinize everything and create a referable experience so that you can nail down the small changes that makes for major improvement; the processes that sharpen the winning edge.

Continued Success!

Contributed by Duncan MacPherson

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2018-10-05 • 5 min audio

Taking your process from vapor to paper is Duncan’s topic in this episode of From the Field shot on beautiful Okanagan Lake. Sending high quality greeting cards, especially for Thanksgiving Day, can help professionalize the client experience while reinforcing your personal branding.

Our friends at Lavish Cards produce the highest quality cards that will allow you to own the mantle and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com

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2018-10-05 • 60 Sec

The law of familiarity is a powerful force that can have clients eventually take you for granted because they're not bought into the entire array of value you provide.

I've had a client recently who has not only done this for the 20 percent of his clients who generate 80 percent of his business, but also for strategic partners. He has many relationships with accountants and lawyers and bankers and other influencers and the problem is they've never really gone from intent to consent and introduced a consistent array of clients to this advisor and his model. Up until now he has primarily been taking them for lunch, had a conversation in which he admitted that he kind of “wandered generally around his value”. He talked about how he helped people and his successes and general things like that.

He's gone back, now, taking them for lunch and reintroduced himself, but instead of wandering generalities he’s used meaningful specifics with all roads leading to his process. He talks about how he's developed and refined a process that puts every piece of the puzzle together and rather than just wanting to refer and create recipe reciprocity with strategic partners, he wants to talk about making introductions and engaging strategic partners into the process so the clients can have a complete picture. And it’s worked. It can for you, too.

Check out The Two-Way Street consulting program which will help you build a network of professionals who will introduce you to quality potential clients and provide your best clients with access to their superior services: https://www.paretosystems.com/two-way-street.html

#businessdevelopment #practicemanagement #coaching

2018-10-04 • 5 minute video

In this episode of The Blue Square Method video Duncan discusses the concept of being a conscious company and how being client facing around your benevolence, charitable giving and philanthropy is one of the purest forms of collaboration you can have with your clients, your staff, and your strategic partners.

Want to learn more about Do Some Good and how they are impacting communities throughout Canada? Visit: dosomegood.ca

Check out the Infographic here: https://consciouscompanymedia.com/sustainable-business/infographic-business-case-conscious-companies

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