Thank you, Brent and Lance Steinberg, of the Steinberg Investment Group, for sharing your story with us. It is always refreshing to hear the impact of our coaching through the lens of our clients. 

Brent and Lance have worked with their Pareto Coach Marci Fried, to transform their approach. A standout moment in their journey was when a client effortlessly introduced a friend to their firm by clearly articulating the firm's unique strengths. As they noted, "For us to deliver that information successfully to our clients, for the clients to then socialize that to their friends and family members. For a seamless introduction. That to me was a massive success story."

Curious about how coaching can benefit your practice? Download our free whitepaper, "A Guide to Financial Advisor Coaching," to learn how to choose the right coach and transform your business: paretosys.co/guide-to-fa-coaching

Also, if you want to see Brent and Lance's FULL testimonial on YouTube, here's the link: https://youtu.be/BxYZl6pi2Hk