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
- Presentation Box - Binders ship with a handsome storage case for presentation
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
- 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: $125
- 10 Binder sets: $95 each
- 20 Binder sets: $95 each
- 30 Binder sets: $95 each
- 50 Binder sets: $90 each
Shipping cost by location. One-time set up fee for custom dies* - Add $150.00 USD
PFO Implementation Program - $1950 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:
Schedule a Call
- 10 Personal Financial Organizer sets - Start with your best clients
- Two consultations with a Pareto Business Advisor to develop a process around Personal Financial Organizers
- 12-months access to The Pareto Academy (online virtual coaching that includes videos, step-by-step instructions, scripting, agendas and templates)