LEARN CLIENT RELATIONSHIP METHODS

• Increase your practice’s referability
• Competitor-proof your best clients
• Organize your clients so that you are allocating your time, energy and money resources efficiently
• Refine your service model to elevate the client experience
• Enhance your branding and communication to ensure clients focus on what you are worth rather than what you cost
• Fast-track clients to advocacy with your refined new client onboarding process

LEARN PRACTICE MANAGEMENT METHODS
Build your playbook to transform your unique business practices, including:

• Client onboarding and communication
• Service model creation and automation
• Existing client review process
• Team organization

THE PRACTICE MANAGEMENT TOOLKIT INCLUDES:

Pareto Onboard Kit

• The ‘Advisor Playbook’ by Duncan MacPherson
• Implementation Tracker, providing guidance and accountability
• Best Practices Playbook Binder, including sample Table of Contents and tabs to keep you organized

Webinar Series

• Walks you through the A to Z of the practice management process so that you can build your playbook

Pareto Academy

• Online coaching dashboard and central hub for your team
• Educational videos and step-by-step guides
• Resources, including articles, scripts, agendas, templates and tools

Mastermind Events

• Full-day, in-person training sessions
• Small group environment to maximize interactions
• Productive, actionable takeaways for practice management implementation