Niche Marketing Strategies
Includes Q&A
Tuesday, July 23rd at 12 pm ET
Join Duncan MacPherson for a webinar on niche marketing strategies specifically tailored for financial advisors. In this session, you will learn how to identify and effectively target your Most Valued Prospects (MVPs) to differentiate your practice and elevate your brand.
Coaching Financial Advisors for over 25 years1.866.593.8020
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Client PFO Binders

Personal Financial Organizers

Competitor-proof your best clients with a genuine leather PFO

Each Turn-Key Personal Financial Organizer set includes:

  • Genuine Leather Binder - Hand-stitched leather, fully embossed, multiple colors
  • Full Tab Set - To organize your clients as well as to outline all your services
  • Shipping Box - Binders ship with a sturdy storage case for transit

To learn more or order today give us a call at 1.866.593.8020 or  

Schedule a Call
Please enter your email address to receive a copy of the PFO Brocure:

Why binders?
Personal Financial Organizers
The more technology creeps into our lives, the more the human touch matters. Your website, emails and the rest support the message, but the binder and the human touch support the messenger. In the binder, you show them your full array of services. Not only does this binder competitor-proof and insulate them, it captures money in motion and uncovers hidden assets. It is also the tangible springboard to advocacy.
You can customize your PFO with your company name/logo and process name/logo in up to three places; the cover, the spine, and the inside cover - the last of which can include your contact information.

Why tabs matter
Your tab set both outlines your full array of services and your process. It communicates to clients both what you do for them, how it connects to them personally, and what you can do for them going forward.
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
Personal Financial Organizers

Want more information on why tabs matter, and what exactly to put under each one?
Download the Sample Binder Assembly and Checklist here:

Please enter your email address to receive a copy of the Canadian version:
Please enter your email address to receive a copy of the US version:

Take Action!

For more information about incorporating the Personal Financial Organizer into your client experience click below to schedule a call or place an order. Need help with implementation? Ask about our PFO Implementation Program.

Schedule a Call
pfo binder
Personal Financial Organizers
  • 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* - Add $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 - $2500 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.
Schedule a Call
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