4 Steps to Building
Your Dream Team
Includes Q&A
Tuesday, May 21st at 12 pm ET
Join Duncan MacPherson for an insightful webinar on the dynamics of forming and developing high-performance teams. Based on the acclaimed Tuckman's Model, this session will explore the essential stages of team development: Forming, Storming, Norming, and Performing.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Define Your Ideal Client with Triple-A
2022-02-23 • 2 minute read

To revisit definitions briefly, let’s look at triple-A. The first A speaks to the alignment of the person’s needs with your value. This isn’t about minimums (or even maximums) – it’s not about a number. It’s about alignment. Write out the demographic reality of where the client is in their life. Write out the socioeconomic reality of the complexity of their needs based on being a business owner, professional or executive.

The second A refers to attitude, which, over the lifetime of your working relationship, is actually more important than assets. What is their attitude toward you? Do they focus on what you cost or what you are worth? What is their attitude about empowerment?

Click to read more on LinkedIn

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.