A 90-Day plan to build your client base
and take your business to the next level
The 12-week program detailed in Breakthrough Business Development is built on the four cornerstones of the STAR System: Strategic Analysis, Targets and Goals, Activities and Reality Check.
These four simple, proven steps provide the what, the why and the how of running and building an efficient business.
Breakthrough Business Development Testimonials
"Pareto has revolutionized my business. They have given me a much greater understanding of the elements of a successful practice. They have assisted me in implementing these elements effectively, particularly in those areas where my existing attitudes and fears "got in the way." The coaching program made all the difference. I strongly recommend Pareto to anyone who wants to feel that they are running their business and it is not running them."G.Mitchell, CIBC Wood Gundy
"I am just beside myself on the results gathered so far from instituting the Pareto System. I use an agenda for meetings now and have formulated a standard package given to new clients. Already I have sent out twenty thank-you cards to new referrals. I even got a referral from a referral if that makes sense. Some clients didn't know that I was still expanding my business. I am also finding advocates that I didn't classify as such."D. Jung, Raymond James
Actionable Templates, Tools and Scripts
About the Authors
has more than 25 years of business experience, including management, business development, consulting and technology. After beginning his career at a financial planning company, David then established his own firm and enjoyed success by implementing structured systems and processes. During this time, he also designed some of the first software to search for competitive estate planning products, compare their effectiveness and integrate them into a financial plan.
After his subsequent experience as an individual advisor, David then founded a firm which specialized in consulting for the financial services industry. Based on his primary interest in studying the best practices of advisors, David established a program allowing advisors to implement strategies found to ensure their success.
Duncan and David have a track record of showing entrepreneurs how to attract and keep great clients, while running a profitable and efficient business. They are both continuing to work with elite professionals in the knowledge-for-profit sectors.
The complete second chapter of Breakthrough Business Development Book. Fill in your email address below to receive the sample chapter.
Table of Contents
The complete table of contents to the Breakthrough Business Development Book. Fill in your email address below to receive the Table of Contents.