Practice Management Expert Steve Phillips Joins Visionary IMO, Medallion Financial Distributors

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Steve Phillips has aligned with Medallion Financial Distributors with the goal of implementing the Pareto System with consultants, financial advisors, and other industry professionals.

Steve Phillips, Founder and President of The Producer Protocol is aligning with Michael Rossi and Medallion Financial Distributors. With nearly three decades of experience in the financial services industry Phillips brings a unique perspective and a thoughtful approach to helping client advisors excel.

In 2014, Phillips collaborated with Duncan MacPherson and Pareto Systems who had developed a start-to-finish business refinement and practice management solution for consultants and advisors alike. With a heavy focus on philosophy, planning strategy and process, the Total Client Engagement deliverable provides a proven, implementable path to sustainable growth.

Medallion now joins the collaboration to provide its consultants and partner Advisors exclusive access to the customizable, turn-key program and consulting services of the Pareto System, a truly unique initiative in the IMO (Independent Marketing Organization) space.

“Our industry is changing at light speed, our services are becoming increasingly commoditized, looming regulation will change the way many do business; it’s pretty clear that the IMO space has to finally deliver a solution that helps the right financial advisors organically grow their practices. We know that advisors at the highest level have different challenges and needs that up until now have gone unmet in this space,” said Phillips. “I’ve been a mission for nearly 8 years to identify and address that need.”

“Interesting that when I met Mike Rossi almost 10 years ago, he was and had been, on the same mission. How does it get better than partnering with someone you’re philosophically, professionally and personally aligned with? For me, it doesn’t,” adds Phillips.

Michael Rossi, President of Medallion Financial Distributors has known Phillips for over 10 years. Over this time their relationship has deepened based on the fact that they both shared the same vision of what a true “blue ocean strategy” looks like for the IMO space.

“Independently Steve and I were both working towards the same core objective. Steve and I always knew that one day the perfect moment would present itself and provide us the opportunity to truly come together as one and implement our shared vision. Well, that day is now upon us and as such, it’s time to continue our journey in earnest,” said Rossi.

About Medallion:

Medallion Financial Distributors prides itself on designing and distributing some of today’s most unique annuity, life insurance and long-term care products along with innovative marketing programs that provide advisors with the tools that attract new customers and service existing ones. For more information about Medallion Financial Distributors please visit our website.

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Amanda Spicola - Director of Media Operations

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