Every Business is Built to Be Sold: Proven Strategies to Maximize Your Endgame
Includes Q&A
Tuesday, September 24th at 12 pm ET
Join Duncan MacPherson, along with special guest Ted Jenkin, CEO of oXYGen Financial and President of Exit Stage Left Advisors, for a powerful session on how to maximize the value of your business and plan for a successful exit.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Walt West Video Testimonial
2024-05-28 • 2 minute video

Advisors ask us all the time what other advisors say about working with Pareto Systems. 

We are incredibly grateful to Walt West, CEO of West Advisory Group, for his heartfelt testimonial about his experience with Pareto Systems and his coach, Elaine Christakos. As a serious student of our methodologies, Walt's dedication to improving his practice is truly inspiring.

In his testimonial, Walt explains how Pareto's coaching helped transform his business by creating efficient and dynamic processes, "One of our biggest successes has been the fit process. It saves us time and ensures we only take on clients who are a great match for our firm, allowing us to provide top-notch service to those who deserve it."

If you're curious about how coaching can benefit your practice, download our free whitepaper, "A Guide to Financial Advisor Coaching" here: paretosys.co/guide-to-fa-coaching

Also, if you want to see Walt's FULL testimonial on YouTube click here: youtu.be/OIRp3Z9MnuU

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