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
- 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
- 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:
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.
- 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
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.