The Turnkey Advisor
The Turnkey Advisor is a private, high-caliber membership for professionals in the Pareto community who are committed to building a business that serves their life, not the other way around.
Designed for financial advisors who want to work on the business, not just in it, Turnkey provides curated resources, practical tools, and strategic guidance to help you scale with intention, elevate your client experience, and enhance your enterprise value.
The content is built from real-world best practices and includes exclusive contributions from Pareto's bench of experienced coaches and our strategic partners. It's your strategic operating system for growth, with no noise, no fluff, and no distractions.
Toolkit CRM Release Notes
We've been listening closely to your feedback and have rolled out some powerful updates designed to save you time, give you more control, and help you deliver an even better client experience. Here's what's new:
1. Calendar Alerts - Never Miss an Appointment Again
Your calendar just got smarter. Set custom alerts for any appointment to ensure you're always prepared for client meetings. Choose from pre-set intervals or create your own custom timing - whether you need a 15-minute heads-up or a 2-day advance notice for preparation, you can now set those alerts for any appointment directly from your Toolkit calendar.
- Choose your own reminder intervals - select from preset options or set a custom time that works best for you.
- Stay on top of your day - you'll get notified before the event so nothing slips through the cracks.
2. Service Matrix: Full Date Flexibility for Experiences
This is a big one. You now have full freedom to use any available date in the service matrix when creating a service item. Create intricate client journey experiences that match your exact service model.
- What this means: No more being restricted to the previous five pre-configured dates (Birthday, Anniversary, etc).
- Why it matters: You can design completely customized client experiences - triggering workflows exactly when you want them to happen, without limitations.
3. Dynamic Date Filters for Reports
Running reports just got easier and smarter.
You can now filter reports using dynamic date ranges, few examples include:
- This month
- This year
- Next month
- Next X days (customizable)
This makes querying client info, and future planning much faster - no need to manually update date ranges each time.
4. Revamped Custom Entity Editor - Personalize Your Contact Records
The custom entity editor has been completely redesigned from the ground up. The new intuitive interface gives you unprecedented control over your contact record layout - including the ability to reposition system sections like notes and activities exactly where you need them.
- New, intuitive UI: Editing and customizing is smoother than ever.
- Rearrange system sections: Move key sections (like Notes or Open Activities) wherever you want - put the most important information at the very top of the record for quick access.
- Make it yours: Build a contact record view that works exactly the way you do.
What's Next?
These updates are part of our ongoing effort to give you more control, better automation, and a cleaner workflow. Stay tuned - more quality-of-life improvements are on the way!
TOOLKIT CRM
The operating system for exceptional client relationships.
Learn more about Toolkit CRM at toolkitcrm.com
