Without a doubt, our experience working with Scott Hamilton and Pareto has been Clarity and Scalability.

We have clarity in how we are implementing our process with clients and as a team. We have one vision, one process and we are all communicating our value to clients and prospects in the same way.

We also have scalability. We have been able to roll out our process in a very quick and efficient manner. With a well-defined process, our team has been able to roll out new services to our OSJ advisors as well which has already led to new financial planning and retirement plan opportunities.

We are absolute raving fans of Pareto and are on track to more than double of revenue compared to last year and have seen AUM grow by over 40% in the midst of a pandemic.

We're about 6 months into our engagement with Sherri. The energy she brings to our bi-weekly calls is really refreshing. She works to understand our team and the underlying dynamics of our team structure. We're in the process of classifying our clients and defining our service model. This will provide the framework for the management of our practice going forward. We believe this is the foundation for our team's future success and for that reason, I believe this has been the main thing thus far.

We have all bought into the Pareto process and trust that we'll address other areas of concern in the near future. Looking forward to our continued partnership with Sherri and Pareto!

Process drives performance.