CRM Best Practices and the Toolkit by Pareto
Includes Q&A Session
Thursday, January 27th at 12 pm ET
Are you using a CRM to manage your business and your client relationships? Join Tyler and Ryan from Pareto Systems, and Blue Square Apps to discuss implementing best practices by utilizing CRM technology.
Coaching Professionals for over 25 years1.866.593.8020
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The Pareto System | Coaching for Financial Professionals

Program: The Pareto System

Program Type: 1:1 Coaching

Duration: 12 Months

To get started today give us a call at 1.866.593.8020 or click here:    

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What to expect from our process:

  • Professionalize the Client Experience and Run Your Business Like a Business
  • Achieve Consistent Friction-Free Client Acquisition
  • Restore Liberation and Order to Your Life

Ensure Your Clients Have a Meaningful Appreciation for:

  • The People - to ensure relationships are maximized and competitor-proof
  • The Practice - to increase the intrinsic value of your enterprise
  • The Process - to make your value proprietary and conceptual rather than abstract

In the End You Will:

  • De-commoditize so that clients focus on what you're worth, not what you cost
  • De-personalize so that clients are buying into your process, not buying products
  • De-mystify so that clients can articulate your value to others in a compelling way

The Dual Track

The Pareto System is supported by two coaching drivers:

  1. A dedicated practice management coach - to serve as an accountability partner for you and your team as you work through our core linked and sequential implementation process.
  2. Duncan MacPherson - to work with you on strategic planning, communication and branding.

Duration and Time Commitment

12 Month Program with approximately 3-5 hours every two weeks.

Access to Pareto Academy

The program is supported and made actionable by the Pareto Academy, which is an online virtual coaching application that contains additional step-by-step resources for implementing the strategies in each module. Resources include videos, articles, scripts, templates and tools.

The Pareto System

To learn more about Business Evaluation Process simply click on the button below to schedule a Pareto Systems Introductory Call with one of our representatives or fill out the form with any questions you might have.

Pareto Systems
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