Developing a Professional Referral Network in 2024
Watch On Demand
Unlock the secrets to building a thriving professional referral network with Pareto Systems. Many advisors struggle to consistently secure referrals from influential professionals and rainmakers outside their client base.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Striving for Alignment
2023-01-11 • 20 second read

You are striving for alignment, not a close. The “win” is in arriving at a mutually agreed upon conclusion that is natural and feels right. Yes, you will gradually expose the flaws of the current provider and others in the vetting process, but it will be achieved honorably and comfortably for the potential client and for your industry.

Download Chapter 1 of The Blue Square Method for free now at: thebluesquaremethod.com

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.