Sherri Palle, Pareto Systems Business Consultant and Coach, is fervently committed to helping financial professionals either fine-tune or completely re-engineer their advisory practice to create success by systematizing and growing their practice. She will become fully entrenched in your business to provide the best advice possible. She is known for her high-energy calls which provide motivation, enthusiasm, and thought provoking 'aha moments' - making these calls something the entire team looks forward to.
Sherri spent nine years as a dedicated Business Coach at Pareto Systems where she worked with teams all over North America and she continues to work in collaboration with Pareto Systems today. She also works extensively in the financial services industry through Mindset Consulting, a company she co-founded in 2014. During her nearly 15 years of coaching, she's also had the opportunity to develop and deliver customized training programs for several financial firms throughout North America.
Previously, Sherri spent nine years working directly in the financial services industry where she naturally gravitated to developing systems and process - to create order and quality control for all aspects of the client experience. Combined, her direct industry knowledge and coaching experience provide her with 24 years of unique insight, which puts her in a solid position to help teams fully implement a results-driven process.
More About Sherri Palle
Sherri lives in the sea-side town of Sooke on Vancouver Island, British Columbia. She enjoys keeping busy with her three children: Ayden, Ethan and Samantha. This includes supporting their increased independence as they move from teenagers to young adults, as well as volunteering with them for various school, sport & community initiatives. Personally, she thoroughly enjoys keeping fit by walking daily.
She likes to read self-help and business-related books, but also looks forwarding to indulging in a great rock concert! Sherri's life has been personally affected by Autism and she has fully embraced advocating for this cause. She is a member of the BC Autism Society and Founder of the Sooke Autism Support System (SASS).