- Establish a steady stream of qualified referrals
- Uncover new assets
- Run a more efficient and profitable practice
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.
This actionable proven process will enable you to quickly and predictably:
- Competitor-Proof Clients
- Gain Their Full Empowerment
- Create Referral-Generating Advocates
This turnkey process can plug and play into:
- Your current on-boarding process to fast-track to empowerment and advocacy
- Your current client review process to reframe and maximize existing relationships
Three or four month process and approximately 2-3 hours per week for program study and implementation.1:1 Implementation Calls
Total Client Engagement includes an onboarding call, three linked and sequential implementation calls, and "check-ins" via phone and email with a Pareto Business Consultant.Access to Pareto Academy
The process 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 worksheets.
"After 20 years of working with some of the most effective advisors in the business, this is the most actionable, professional and predictable process I have ever assimilated! Nothing I've ever seen produces a more meaningful ROI and measurable results."