Kelowna, BC February 1, 2010
Pareto Platform is pleased to announce that we are teaming up with Microsoft to create a best of breed Client Relationship Management (CRM) system for the wealth management sector.
“This new solution will be a game changer,” said Duncan MacPherson, Co-CEO of Pareto Platform. “By integrating our full suite [...]

By Dan Richards
Recently, I talked to three advisors who have had significant success bringing in new clients this year.
They have different approaches, book sizes, length of time in the business - and are located in three different cities.
Despite this, some consistent themes emerged. Here are three things that came out of our conversations.
You don’t win [...]

Most advisors can identify people they know socially who they’d like as clients - for example long standing friends from university, other members at a golf club you belong to or people you’ve met through a community organization.
The challenge is how to introduce this topic without putting either you or your friends under pressure or [...]