Are You 10 Years or Less from Selling Your Practice?
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In this fast-paced webinar, Duncan MacPherson will be joined by Sherri Palle, one of Pareto's most experienced Coaches. Sherri has worked with many Pareto clients on preparing for their succession and building out their exit plans, ensuring they capitalize on their life's work.
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Coaching & Consulting for Elite Financial Professionals:
RIAs, Broker Dealers, Asset Managers and other
fee-for service professionals and companies
Are you a professional who wants to...
unchecked-checkboxconsistently attract and retain great clients?
unchecked-checkboxrun a more efficient and profitable practice?
unchecked-checkboxelevate the client experience?
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unchecked-checkboxdeploy a scalable growth model?
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