Most advisors understand the Pareto System-but few have truly built it into their CRM in a way that automates their service model, simplifies their client experience, and removes the day-to-day manual work.

That's exactly what we're going to show you in this webinar.

We'll walk you through how to:

We'll demonstrate these concepts inside Toolkit CRM, but the strategies and workflows we cover can be applied to any CRM you use.

If you want a structured, automated approach to client service, this session is for you.