Disclosures and Publishing Criteria
At Pareto Systems, we value transparency and continuous improvement. Our ratings and reviews program allows our clients to share their experiences working with us. We have partnered with Amplify Reviews to collect and publish this feedback to help others understand the impact of our coaching and consulting services.
Why We Publish Reviews
Our mission is to help financial professionals elevate their client experience, professional branding, and enterprise value. We take pride in the work we do and in the trust we build with our clients. By publishing reviews, we provide a real-world perspective on how financial advisors and professionals have benefitted from our coaching and methodology.
This feedback also serves as a valuable resource for prospective clients evaluating whether our approach aligns with their business goals.
How We Collect and Display Reviews
- Verified Clients Only - Reviews are collected exclusively from professionals who have engaged in our coaching, consulting, or Pareto Academy programs.
- No Compensation Provided - Clients are not compensated for their feedback, ensuring genuine and unbiased testimonials.
- Complete Rating Transparency - All star ratings are included in the overall average displayed on our website. We do not selectively include or exclude specific ratings.
- Comment Moderation - While we strive to publish all client comments, some reviews may be withheld if they contain inappropriate content (outlined in our Exclusion Criteria).
Exclusion Criteria
We are committed to publishing client feedback, regardless of sentiment (positive or critical), but will not publish reviews that contain:
- Inappropriate or offensive content - Includes libelous, abusive, or discriminatory language.
- Unintelligible or irrelevant statements - Feedback that lacks clarity or does not pertain to our services.
- Non-client submissions - Comments must come from verified clients who have worked with Pareto Systems.
- External promotional content - Reviews cannot include URLs, advertisements, or promotional messages.
If you have concerns about a published review or wish to update your feedback, please contact us.
For Financial Advisors: Understanding Reviews & Compliance
As a coaching and consulting firm, Pareto Systems does not provide financial advice, meaning we are not subject to SEC and compliance regulations that financial advisors must follow when publishing client testimonials. However, many of our advisor clients are bound by these rules.
If you are a financial advisor considering Amplify Reviews for your own practice, here are some key considerations:
- SEC's Advertising Rule & Testimonials - Reviews and ratings fall under SEC advertising regulations. Compliance departments typically require clear disclosures, an unbiased collection process, and balanced representation of feedback.
- Verification & Moderation - To comply, reviews should only come from actual clients, with no selective filtering of positive feedback. Moderation criteria should be objective and non-promotional.
- Use in Marketing & Social Media - Ensure that any shared reviews align with compliance guidelines, avoiding cherry-picked testimonials and misleading statements.
If you're an advisor interested in integrating Amplify Reviews into your practice, our team can provide guidance on best practices and compliance considerations.
For further inquiries regarding our reviews program, or if you would like to leave a review, please contact us.
