Personal Financial Organizers

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

Why binders?

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

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

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

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* - 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