Are you positioned as salesperson with a quota, or a consultant with a process?
For more than two decades, Pareto Systems has partnered with world class Financial Services Firms and their Advisors. Through extensive interviews and feedback we have pinpointed one primarily issue facing the Industry in recent years: Commoditization.

Think about it. Aside from a prospectus, product brochure 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 ROI. This can undermine loyalty, expectation management, on-going empowerment and endorsements. Adding tangible tools to your approach helps remind both your affluent clients and your prospective clients that there are two types of advisors - salespeople and consultants - and what the differences between the two are.