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The Onboarding Playbook
Professionalize Your Process and
Fast-Track New Clients to Advocate Status
The Onboarding Playbook
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  • Elevate the client experience
  • Generate quality referrals
  • Uncover new assets

The process in The Onboarding Playbook was pulled directly from Pareto Systems' Total Client Engagement Process.

Focus Series

Pareto Systems is introducing four Focus Playbooks to help Advisors take the abstract nature of their business and make it tangible. Commoditization is a real and growing issue. Aside from a prospectus or statement, your business has become extremely virtual and complex. As a result, the commoditization of your role has been amplified to the point that clients can trivialize your value and leadership and focus solely on products, pricing and performance.

Each Playbook identifies a specific strategy for competitor-proofing your business so that your clients are focusing on your philosophy, planning strategy and process.

The Onboarding Playbook

You are a fee-for-service professional. Your knowledge is your livelihood. You are not selling tangible things - you are promoting the promise of the future.

A successful financial advisor needs a linked and sequential array of tools through which clients can fully conceptualize and experience their approach. It is far more powerful to show someone your process than it is to just tell them you have one. Not only is it more impactful and memorable, but it also makes it easier for the client to describe your value to someone else.

The Onboarding Playbook will improve your refer-ability and help you build a process. It will give you an understanding of the steps you must take to move a new client to advocate status quickly and predictably. There are many ways to enhance your refer-ability through process and this Playbook will outline the most vital. These strategies are also proven to amplify your ability to competitor-proof clients, capture money in motion and maintain your fee-worthiness.

Sections Include:

  • Vapor to Paper
  • Onboard Process
  • Prospective Client Introductory Kit
  • The Agenda
  • The Personal Financial Organizer
  • Communicating as a Consultant
  • The Welcome Process
The Onboarding Playbook was contributed by Duncan MacPherson and Pareto Systems
Duncan MacPherson
Duncan MacPherson
CEO of Pareto Systems
The Onboarding Playbook
was contributed by Duncan MacPherson
and Pareto Systems