Most advisors understand the Pareto System-but few have truly built it into their CRM in a way that automates their service model, simplifies their client experience, and removes the day-to-day manual work.

That's exactly what we're going to show you in this webinar.

We'll walk you through how to:

• Implement client classification inside your CRM-so your best clients get the attention they deserve.
• Automate your service model-so birthdays, KYC updates, anniversaries, and key client milestones are scheduled automatically.
• Deliver a consistent client experience-without the headache of managing it manually.

We'll demonstrate these concepts inside Toolkit CRM, but the strategies and workflows we cover can be applied to any CRM you use.

If you want a structured, automated approach to client service, this session is for you.