This is Why You Became a Financial Advisor. Remember Your Purpose, stick to the Plan, and trust the Process. This page includes actionable resources for you to be the voice of reason in these volatile times. We will continue to add insights, videos, scripting and more to this page, so check back often.
Video & Audio Resources
Pareto Systems' e-Summit Recordings
Watch Duncan MacPherson, the Pareto Team, and other leading industry experts in this full-day virtual practice management summit as they discuss the best in the industry are doing to finish strong in 2020 and position themselves for a breakthrough in 2021.
Learn what top professionals are doing right now
Create your strategic plan for 2021
Refine and optimize your business to create efficiency and capacity
These recordings were pulled from Pareto Systems e-Summit broadcasted 9.24.20
Watch Duncan MacPherson, the Pareto Team, and other leading industry experts in this full-day virtual practice management summit as they discuss how you can emerge from this current environment prepared for the future - To convey leadership, strength and optimism and identify the silver linings as you manage through this disruption.
Learn what top professionals are doing right now
Achieve professional contrast
Go further up market
These recordings were pulled from Pareto Systems e-Summit broadcasted 5.28.20
Blue Square is an ongoing series with Duncan MacPherson. During these volatile times, Advisors need to be the voice of reason for their clients. In this series, Duncan acts as the voice of reason for our community, offering timely and actionable insights that stem from his daily consultations, meetings and events.
This is a great example from one of our consulting clients, Justin Davis of Impact Financial Strategies, on how Advisors can effectively and efficiently help their clients tune out distracting noise through the use of video.
In this two-part series by Certified Business Consultant Scott Hamilton, Scott will help you to be highly effective in your video conferencing. With most of us working from home, these tips will help you make the most of your next client meeting! Access both parts one and two in Pareto Academy.
Marci Fried works primarily with highly-skilled and successful teams, providing expert guidance. Amongst other things, her clients are seeking to raise the bar in terms of running their business like a business and attracting and competitor-proofing their best clients. Access the full suite of resources contributed by Marci in Pareto Academy.
This audio is taken directly from a recent consultation between Duncan MacPherson and Jeff Gates. Jeff is a successful Advisor based in Waterloo ON, Canada. He and Duncan discuss the positioning of what you can say - right now - to be the voice of reason for your clients.
Actionable Resources
Proactive Calendar
This resource provides examples of activities that you and your team can do immediately with your clients. Be proactive and ensure that you are touching base with your top clients.
With the expectation of current and future market volatility, if you aren't conveying the key messaging in your scripting and communication with your best clients, you are missing an opportunity to reinforce you, your team and your process.
With elections looming and countless issues swirling around the globe, the velocity of noise that your clients are exposed to is dizzying. Your goal is to help them tune out that noise and tune in your message of clarity and leadership.
This resource compiles a list of questions that your clients might be asking now - or during any future crisis. Starting with these, be proactive and add the questions that your clients are asking so that your team is on the same page and delivering consistent messaging.
For many financial teams Advisors are the face of the business, but it is the team members that provide extensive support to increase efficiencies and create consistency to elevate the client experience and drive business growth. This program will outline a proven approach that enables the CSA to become indispensable to the team.
Forget time zones or travel costs. With the ease of booking a conference call, you can schedule a video shoot. Our friends at Idea Decanter use custom video technology to direct, record, and produce HD video of you remotely.
Own the mantle with our friends at Lavish Cards. These beautiful, gallery-style cards are the perfect way to show your clients that you value their business and, more importantly, you value the relationship. Ordering is simple and the product is exceptional.
Enclosed is a listing of books that are perfect for:
Developing yourself - personally and professionally
Studying your ideal clients so that you can grow up market
Gifts to recognize critical life events and milestones in your clients lives
Developing next-gen relationships with the kids of your best clients
To attract more attractive clients, you must make yourself more attractive. It's a study to achieve professional contrast. Keep working ON yourself and your business.
Access First Trust Portfolios ongoing blog. Contributors Brian Wesbury, Chief Economist, and Bob Stein, Deputy Chief Economist at First Trust provide valuable insights weekly that are the antidote to conventional wisdom.
The content on this page is pulled directly from Pareto Systems' Knowledge Bank in Pareto Academy where we archive the best practices of top financial advisors. Get full access to the Knowledge Bank by registering for Pareto Academy today.
