Our Extended Strategic Partner Network

In addition to our internal team, we also rely on a highly talented group of coaches, consultants and trainers to help our clients achieve success.

Every member of our extended team is uniquely qualified to solve a practice management problem for you.

• 
  Client Opinions, Inc.
  Client Opinions, Inc. is dedicated to leveraging technology to provide an automated, measurable, and continuous method of obtaining client feedback so one can anticipate problems, capitalize on opportunities and deepen relationships.

  Client Opinions offers a $750 discount on their services for the financial professionals we serve. Just mention that PARAGON sent you.

• Profits In Progress
  Incorporate the dynamic tool of handwritten notes into your marketing and connections strategies to build relationships and make more money. Whether your commitment is two note cards a week or several a day, you will create a lasting personal impression and strengthen relationships with people who are important to your success.

  Mention promo code “Paragon” to receive a 10% discount on the Profits in Progress Note-Working Success System.

• Rose Communications
  Where’s your time better spent? In front of your clients and prospects or behind a desk trying to write a letter or a brochure?

  We are delighted to introduce you to Eve B. Rose of Rose Communications, Inc. Eve is a professional writer who helps investment professionals write letters, brochures, newsletter articles, white papers, biographies, case studies and more. Eve frees you to do what you do best – serve your clients and raise new assets because she understands what you do:

  • She knows the investment management business.
  • She knows who your clients and prospects are.
  • She knows how to write for compliance approval.

  Rose Communications offers a 10% discount on their services if you mention PARAGON sent you.