Accelerating Team Performance to Maximize Your Client Relationships
Core to every sustainable success
are three fundamental disciplines:
Finding, Grinding and Minding.
Tools for Strength
At Paragon we have the tools to identify which of these practice areas are strengths of your team and which are weaknesses.
Insights for Balance
Our Performance Insights Process provides the insights and data necessary to strengthen and balance these essential practices.
Objective Tools, Measurable Results
Paragon provides objectivity and specific recommendations for investment advisors to make wiser decisions on the growth of their practices. Our expertise is in building the proper team and resource infrastructure to deliver excellent service and maximize profitability.
Advising the Advisors
Established in 1994, Paragon Resources, Inc. is a practice management consulting and training firm working exclusively within the financial services industry.
Are you getting the most out of your key personnel? Do you have the metrics to steer them to success?
The Performance Insights Process™ is a collection of powerful diagnostics and assessments. Get the data to build a better team.
Get certified to administer DISC and Motivators. We offer comprehensive training by leading experts to prepare you to pass the exams to become an officially Certified DISC Navigator and Certified Motivators Navigator.
We can tailor talks to meet your organization’s needs. Whether presented in the conference room or an auditorium, we have keynote addresses and workshops on a variety of topics exploring best practices in business leadership, team building, retention, client development, and more.