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2018-04-11 • 20 second read

The Law of Cause and Effect states that your activities will determine your productivity. If you want your productivity to increase, the first place you should look is the activities you engage in which give you the best return on your investment of time and energy.

Excerpt from The Advisor Playbook

Visit paretosystems.com for more daily tips and insights.

2018-04-10 • 3 min video

To learn more about Pareto Systems coaching programs visit: www.paretosystems.com

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2018-04-09 • 20 second read

For many advisors, nowhere in their onboarding process does a new client need to convince the advisor that there is a good fit. It’s the advisor doing all the convincing and, in the process, their salesmanship is actually undermining the lifetime value of the relationship.

The advisor cannot be the only one who gets excited when a new relationship is formed. The client has to have a sense of accomplishment, too.

Excerpt from The Advisor Playbook: www.paretosystems.com/the-advisor-playbook

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2018-04-06 • 20 second read

The office experience you create is an extension of your personal branding. It helps clients connect with you on a deeper level. Consistent service, expectation management and performance will always be primary factors when it comes to long-term relationships, but there are many other factors you can utilize to help insulate your relationships from the things outside your control. How clients feel about you, especially when they meet with you in your office, contributes to their sense of belonging, which can contribute greatly to refer-ability.

Visit www.ParetoSystems.com for strategies on how to increase your refer-ability and to see if our consulting programs may be a fit for you or call 1.866.593.8020.

2018-04-05 • 6 min 58 second video

Visit our homepage for daily actionable insights: www.paretosystems.com

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2018-04-04 • 20 second read

Consultants focus on the lifetime value of a relationship. You are in the relationship business as much as you are in the field noted on your business card. Use tangible tools as a symbol of your professionalism and as an extension of your brand, and your results will be outstanding.

Learn more about using tangible tools, visit: https://www.paretosystems.com/concierge.html

2018-04-03 • 5 min 22 second video

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2018-04-02 • 20 second read

If you’re going to tell people you have a process, it helps to actually have one. You can’t just tell them about it, either. You have to show it to them.

Learn more about how to define your process with Total Client Engagement: https://www.paretosystems.com/total-client-engagement.html

2018-03-29 • 5 min 27 sec

Call my team to learn more: 1.866.593.8020

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2018-03-28 • 20 sec

A personal branding strategy helps people connect with you on a deeper level. The firm you represent has its own brand, but you need to build a brand within that brand. This adds credibility to your overall brand, but people are connecting with you, the messenger, not just your message in terms of solutions, products or rates of return.

Learn how to refine your branding with our Total Client Engagement Process: https://www.paretosystems.com/total-client-engagement.html

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