Personal Financial Organizer &
Client Onboarding Binders
Make A Lasting Impression On Your Client
- Customize wth your embossed logo and brand
- Personalize with each clients embossed name on their binder
- Organize with a tab set outlining your services
Included With Each Personal Financial Organizer Set
- Genuine Leather Binder - Hand-stitched, fully embossed, multiple colors
- Full Tabs - To organize your clients and outline your services
- Shipping Box - Binders ship with a sturdy storage case
To learn more or order today, give us a call at 1.866.593.8020
Please enter your email address to receive a copy of the PFO Brochure
The Tabs Include:
- Our Practice
- FORM Goals
- Investment Management
- Retirement Planning
- Risk Management
- Tax Planning
- Debt and Cash Flow
- Estate Planning - Personal
- Estate Planning - Business
- Education Savings
- Other Service Providers
- Resource Network
- Assets Outside the Process
- Value-Added Services
- Philanthropy
- Strategy & Tactical Meetings
Binder Set Pricing
- Sample: $140 (includes shipping)
- 10 Binder sets: $105 each
- 20 Binder sets: $105 each
- 30 Binder sets: $105 each
- 50 Binder sets: $100 each
Shipping cost by location.
One-time set up fee for custom dies* - $150.00 USD
One-time set up fee for custom dies* - $150.00 USD
* No set-up fee for licensed brands - Set-up includes up to three dies for custom embossing. Alternatively, you can brand with the Pareto Systems Process logo without set-up cost.
PFO Implementation Program - $2,500 USD
This is a step-by-step program that introduces Pareto Systems' strategy behind employing PFO's to attract and retain elite clients.
This program will plug and play right into your existing client Review Process and your Onboarding Process for new clients. Your Pareto Consultant will help you to assemble your PFO's and develop your messaging to ensure you are effectively positioning the PFO to clients and strategic partners.
Included in the Implementation Program:
- 10 Personal Financial Organizer sets - Start with your best clients.
- Two consultations with a Pareto Business Consultant to develop a process around Personal Financial Organizers.
- Access to step-by-step instructions, scripting, agendas and templates.
