As we enter into uncertain market conditions, there is a tendency for many business professionals to deviate on their set pricing and fees out of fear of losing out on new clients.
Ultimately it’s your business and you live by the rules you set. However, allow me to outline my case for maintaining consistency.
First of all, [...]

It’s no secret that for many years now, Pareto Systems has advocated using a regular call rotation with your best clients.
There are a variety of compelling reasons to use this inexpensive and powerful client service strategy.  By calling clients, you convey your proactive approach.  By calling clients when you do not have to share any [...]

“My clients have lots of money they don’t need to learn about it.”
This generalization from the financial industry is part of the reason why many multi-millionaire clients end up falling for the biggest financial scams. It is also why so many financial professionals are always in search of the ultra-high net worth client because those [...]