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Are you a professional who wants to:
  • Consistently attract and retain great clients?
  • Run a more efficient and profitable practice?
  • Elevate the client experience?
  • Drive enterprise value?
  • Deploy a scalable growth model?
  • Create a panoramic branding strategy?
Speak with us today:Schedule a Call
Pareto Systems is a consulting firm dedicated to knowledge-for-profit professionals. Our practice management and relationship management programs are ideally suited for:
  • Financial Professionals
  • Insurance Specialists
  • Estate Planning Attorneys
  • Accounting Professionals
  • Trust Specialists
  • Wholesalers
  • All knowledge-for-profit professionals
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2018-08-03 • 20 second read

Consistently tell your clients who you're suited for, not who you're looking for; not using minimums, but professionalizing using AAA. A top client has the assets, the attitudinal qualities, and the advocacy to make them an ideal client. When a client knows who you are suited for, they feel they are doing a suitable friend a disservice by not introducing them to you. They're an advocate for you and your process, but they're also an advocate for the friend.

Do you know who you are best suited for? Do your clients? Talk with my team and I to better understand, and communicate this. This is the starting point of the Blue Square Method:

2018-08-02 • 5 minute video

Streamline your processes to elevate the client experience for the 20 percent of your clients who generate 80 percent of your business to take your business to the next level!

Do the concepts we post resonate with you? Join me at one of our upcoming ‘Mastermind’ sessions in Palm Springs or Kelowna this fall where I can help you to start implementing these concepts into your practice. Dates and details here:

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2018-08-01 • 20 second read

Many financial advisors obviously have great intentions, qualities and skills. While these are all important factors, none are proprietary. We want you to professionalize that skillset and every interaction with a process that clients can internalize and buy into.

If you are interested in learning more about our process and working directly with me, click here:

2018-07-31 • 4 min video

Are you looking to become the best version of yourself personally, professionally or both? This is what the Blue Square Method is all about. If you are interested in learning more about our process and working directly with me, click here:

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2018-07-30 • 20 second read

Think of your service model. You may provide 85 services for your client over the lifetime of the relationship, but none of those 85 services are proprietary to you; a client can find them elsewhere.

Think of those 85 things like 85 bricks in front of you. Your process is the mortar that holds it all together. You're not selling products. You're not asking people to buy something. You want clients to buy into your process.

To see how a Pareto Systems Business Advisor can help you define and enhance your process schedule a complimentary 20 minute call:

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2018-07-27 • 20 second read

When you talk in specifics about your Ideal Client, and you professionalize all forms of communication, your clients internalize this and then mirror it back. Your ability to verbalize your value helps them internalize that value and then socialize it to someone else.

Working with a Pareto Systems Business Advisor will help you improve the way you articulate your value and enhance your personal branding to increase your level of quality referrals. Schedule a complimentary 20 minute call to learn more:


2018-07-26 • 5 minute video

The people who like us the most need us the least! The most successful financial advisors, and basically all knowledge–for-profit professionals, like professional athletes have coaches there at the pinnacle of accomplishment in their fields.

To learn more about our coaching options, schedule a complimentary Pareto Intro Call:

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2018-07-25 • 20 second read

Advisors often convince themselves everything will be fine. It’s easy to do when the markets are chugging along. But inertia confidence can be a powerful, crippling force. Remember Blockbuster? Blockbuster had a chance to buy Netflix, and they said “No, we got this. This is fine.” It’s Darwinian and those who can adapt will survive.

Schedule a complimentary 20 minute call with a Pareto Systems Consulting Coordinator to learn more:

2018-07-24 • 5 minute video

Re-position everything as being client-centered and then, once the dust settles, start to re-introduce yourself and elevate how your clients perceive and describe you. You'll competitor-proof your clients, gain their full empowerment and drive advocacy to take your business to the next level.

If our strategies resonate with you but you’re having issues with implementation, we can help! Schedule a complimentary Pareto Intro Call to learn more:

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2018-07-23 • 20 second read

Do you ever have a client who says to you "Hey - our upcoming quarterly review meeting - I can't make it, and listen, it’s all good, everything looks fine, I trust you, whatever you think"? Often an advisor responds with "Well, yeah that happens a lot" in a tone that projects that this is no big deal, or is in fact a good thing.

It's NOT a good thing.

I get that they’re busy. Good, upmarket clients are always busy, their time is valuable. The client is saying that they do not perceive there being enough value to make the meeting a priority in their day. That is where loyalty fatigue is born. That’s where the relationship starts to be at risk. Stop calling them “quarterly review meetings” and instead call them strategy and tactical meetings. Communicate the value of that meeting and top clients will engage.

Schedule a complimentary 20 minute call with one of our Consulting Coordinators to learn more:

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