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2018-08-08 17:03:11 • 20 second read

Marketing is what you say, branding is what they hear - what they internalize - and then can socialize to someone else. It's their interpretation of your value.

If you’d like to learn more about Pareto Systems strategies and how they can have a measurable impact on your practice, schedule a complimentary 20 minute call with one of our Consulting Coordinators:

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2018-05-22 13:11:02 • 3 minute read

Take client gifting, and your business, to the next level with Read more:

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2018-03-23 00:00:00 • 20 sec

Some advisors try so hard to make their value proposition unique that they end up reciting a long-winded elevator speech or mission statement that is, frankly, just a collection of words and sounds like everyone else. The goal isn’t to create something earth shattering or esoteric, the goal is to create something simple and clear while instantly differentiating and elevating you.

Learn how to define yourself through our Total Client Engagement Process:

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2018-01-16 00:00:00 • 20 second read

How do you welcome newclients? How do you say thank you for client referrals? How do you respond toclient service issues? Do you recognize milestones? As a business owner,branding is everything to your business, and everything you do is part of yourbranding. Everything you do matters.Scrutinize the entire client experience, and make a list of how you willrespond

to moments of truth. Thisis the first step in creating velocity, building confidence and ensuring thatyou are continually refining and optimizing your systems and procedures.Everything has to be rooted in process and habits.


Excerpt from The AdvisorPlaybook


Visit www.paretosystems.comfor more daily insights.

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2017-12-07 00:00:00 • 2 minute read
If the prospective client starts talking about short term performance or specific stocks or sectors, the advisor steps in and says, “It’s important for you to know my philosophy. Some advisors fixate on products, pricing and performance – that’s not me. I believe the markets are like the seasons. When things are rocking along, we are in the autumn harvest. Now how often does winter follow autumn? Approximately, how often? Every time. When markets are rising, I think winter. When markets are volatile and dropping, I think spring. The most successful investors in the world, whose results are enduring, share this same philosophy. If you are thinking short term, I’m probably not the advisor for you.” Excerpt from The Advisor Playbook
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2017-12-05 00:00:00 • 2 minute read
How do your clients describe you? Most professional advisors say they have no idea. Here is a vital piece of actionable advice: Make your clients the voice you listen to. I’ll say it again and again throughout this book: Listen to your clients. They are on the receiving end of your value and your service. Who better to articulate that value to somebody else? Excerpt from The Advisor Playbook
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2017-12-04 00:00:00 • 2 minute read
Excerpt from The Advisor Playbook
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2017-12-01 00:00:00 • 2 minute read
Quality introductions are by design, not by chance. Don’t leave your rainmakers to their own devices trying to figure out who to introduce to you; tell them. In fact, many of our clients go so far as to show them. When they are in an engaged conversation with someone on the topic of who is a good fit, as an extension of their value proposition, they show a list of the qualities of their ideal clients. Excerpt from The Advisor Playbook
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