The Standard Life Assurance Company of Canada today announced an exclusive partnership with Pareto Platform to offer advisors a system for developing referrals. Starting immediately, qualified advisors will have access to this new feature of Standard Life’s partnering program.

“We already offer a number of proprietary programs and we continue to carefully select partners to offer other value-added tools to help advisors service the growing retirement income market,” says Mick Kelly, vp sales, retail markets of Standard Life. “The baby boomers are one of the most lucrative markets our industry will see, and we are looking at ways to assist advisors in developing their business as efficiently as possible as they address the needs of this market.”

Pareto’s core philosophy is to build long-term trusting relationships with an advisor’s best clients. The process has been tested with some of the top investment firms in the United States and proven to work by some of the best advisors in the business. David Miller, co-founder of Pareto Platform explains that amongst the results of the Pareto system are a dramatic increase in profitability, more free time and a more enjoyable experience in business and in life.

“Standard Life’s senior consultants have been trained to deliver Pareto’s six-step sequence that helps advisors craft their own referral process, ensuring them a steady stream of quality introductions. The process is extremely respectful of clients,” explains Kelly. “A large part of its success is that both clients and advisors feel very comfortable with it.”

In addition to the new Pareto Platform, Standard Life’s partnering program includes the Retirement Planning Toolkit software, which illustrates intergenerational retirement solutions by allowing advisors to enter up to four generations for each client, market outlooks from Standard Life Investments Inc., as well as Standard Life’s proprietary programs, Business Consultancy and Business Markets. These tools are available online to qualified advisors from the secure section of Advisor Source at www.standardlife.ca.

More partnership announcements are expected this fall.