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Thursday July 29, 2010

Pareto Systems Creates Lifeline for Financial Advisors

For Immediate Release

March 1, 2009

Pareto Systems Creates Lifeline for Financial Advisors

British Columbia, Canada. In response to the current harsh climate where many Financial Advisors are struggling to maintain their practice, Pareto Systems has launched a short-term intensive coaching program that addresses the most vital aspects of a Financial Advisor’s client relationships. Pareto Systems is so confident about the value of this initiative that they offer a full money back guarantee.

Thrive Right Now!
Fast Track to Referrals

We know that current market conditions are unprecedented in our lifetime. According to Bloomberg.com, 76% of clients are looking for a new advisor. 40 to 60% of advisors may leave the industry by the end of 2009. How can you survive and thrive through these critical times?

The Financial Advisor’s Survival Kit is a consulting program designed to position a financial advisor and their team to systematically take advantage of current market conditions, solidify existing client relationships, and attract a steady stream of quality and qualified referrals.

In as little as 5 weeks, we will provide you with the knowledge and confidence to:

  1. Retain your existing clients and have them thrilled with the service you provide.
  2. Communicate with your clients better than you ever have before.
  3. Position referrals as a service to your clients, rather than as a favor to you.
  4. Create a steady stream of qualified referrals from your best clients.
  5. The Program is delivered by five (5) 45-minute personal telephone consultation sessions with the Pareto Systems Implementation Consultant.

The Pareto System Consultants are masters at working with individuals and teams to develop specific strategies to best serve you. The satisfaction guarantee says it all.

Don’t delay, you can get started with your first session as early as next week.

Term: 5 X 45 minute sessions
Fee for a Single Advisor:
$ 995.00
Unconditional Guarantee:
100% Money Back - You will be satisfied!

For more information, call Tammy Smith at 1.877.677.4585

Learn more about products and services to help you implement these ideas. Visit www.paretoplatform.com