Client Advocacy

By Pareto Systems 03-21-25

Advisors who rely on word-of-mouth alone are leaving growth to chance.

Yes, client advocacy is powerful. But it's not random, it's the result of deliberate, repeatable actions.

Top advisors build systems that make advocacy automatic:

Proactive client engagement
A structured referral process
A clear value proposition that clients can easily articulate

Don't wait for advocacy to happen. Engineer it.

Want to dive deeper into this conversation? Check out the full episode with Peter Velardi, where we break down the systems, strategies, and mindset shifts that help advisors scale and monetize their practice.

Stream episode 74 of the "Always On Podcast" for these, and more, valuable insights:

Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

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