How to become Pareto partner
Our Partnership Process
Our business model is based on introduced work through formal introducer agreements with accountants, lawyers and general insurance practices. The majority of new business is referred into Pareto this way, demonstrating the level of trust our partners place in us.
We are proud to have developed long-term relationships with industry leading professional practices across the North West. As their trusted independent financial adviser (IFA) partner, we tailor our solutions to meet their unique requirements and changing client needs.
1. Educate
The introducer and Pareto will in turn fully educate one another as to the disciplines and services offered by each business, thus creating a full understanding of the potential benefits of the partnership.
2. Agreement
A formal introducer agreement is then signed, which covers responsibilities and fee-sharing arrangements.
3. Approval
A dedicated financial adviser is approved to work with you. We always consider the introducer’s requirements and their company culture. The chosen adviser will be employed by Pareto who will be responsible for the cost, management and compliance.
4. Report
Ideally the adviser would be based in the introducer’s office for a fixed number of days, this ensures no ‘out of sight out of mind’ issues.
5. Implement
A business plan is produced, and regular meetings ensure expectations and performance are both fulfilled and continually assessed.
6. Market
We proactively market the financial planning service, aligning our efforts with the marketing strategy of the introducer.
7. Review
Regular management information is produced and presented to show activity and status of the introduced work.
Case studies
Integrated Partners
Our expertise from working with professional connections has allowed us to develop a tried and tested business plan formula. But why take our word for it, see some of the case studies we have with our partners below:
