What is Pareto?
About Pareto Academy
As our industry and specifically the IDC space becomes increasingly commoditized, the difference maker for success is a partnership based on “fit.”
Our unique collaboration with Pareto systems provides us an insight to our industry that others simply cannot match. Duncan MacPherson has spent more than 20 years working with Advisors at the highest level, understanding that product and marketing are NOT the unmet needs in a space that is moving at light speed.
The difference in our approach to the relationships we have with the Advisors we partner with is that our processes are not on trial. They are drawn from interactions with some of the best financial professionals in the business. Elite Advisors we have worked with for years. In supporting and servicing those Advisors, We’ve come to the realization that there are specific things that separate the best from the rest. The best understand that the commoditization of this business is intense, and there are so many forces at work that emphasize what you cost rather than what you’re worth.
At Medallion we provide all of the marketing, lead generation and support tools and programs that you would expect. The interesting thing about our Total Client Engagement Process however, is that it addresses every aspect of the relationship you have with your clients through a complete and deep understanding of how your practice was built, how it runs and your preferences in everything from marketing programs and web design to lead generation and client experiences.
We understand that it’s a given that you have a great “advice” process, your ability to deliver core solutions to your clients. That’s a great first step. But that’s NOT what separates the best from the rest. The “best” have also deployed a Practice Management process where they professionalize the client experience and run their business like a business — one that is consistent and creates referability.
The Advisors we partner with have evolved from a mindset of salesmanship to one of stewardship regardless of the programs or methods they use to generate new relationships or re-frame existing ones. Instead of someone asking a client to “buy something,” our advisors ask people to “buy into something.” It’s a completely different experience and one that creates heightened referability.
Essentially what we provide our Advisors is a refined, actionable and proven process that enables them to quickly and predictably competitor-proof their clients, gain a clients’ full empowerment and create referral-generating advocates.