- Elevate the client experience
- Generate quality referrals
- Uncover new assets
Focus Series
Pareto Systems is introducing four Focus Playbooks to help Advisors take the abstract nature of their business and make it tangible. Commoditization is a real and growing issue. Aside from a prospectus or statement, your business has become extremely virtual and complex. As a result, the commoditization of your role has been amplified to the point that clients can trivialize your value and leadership and focus solely on products, pricing and performance.
Each Playbook identifies a specific strategy for competitor-proofing your business so that your clients are focusing on your philosophy, planning strategy and process.
The Re-Framing Playbook
A process-driven re-framing process will help you turn long-time clients into referral-generating advocates, future-pace clients to ensure they understand your full array of services and protect you against loyalty fatigue.
Sections Include:
- Know What Clients Value to Express Your Value
- Overview of Your Philosophy, Planning Strategy and Process
- The Re-Framing Process
- Send an Introduction Kit
- What Do I Include in My Intro Kit?
- Introduce the Personal Financial Organizer
- The Power of the PFO
- The Contrast Principle and P.A.S.
- The P.A.S. Process
was contributed by Duncan MacPherson
and Pareto Systems
