Know Where You Stand
Includes Q&A - with Duncan
Watch Anytime ON DEMAND
Now is a perfect time to conduct a self-assessment to identify gaps in your approach. Duncan MacPherson and the team at Pareto Systems have developed and refined a webinar presentation to help you do just that.
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Coaching & Consulting for Elite Financial Professionals:
RIAs, Broker Dealers, Asset Managers and other
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Know Where You Stand
How to Use Technology to Build a More Predictable and Sustainable Business
How to Attract Business Owners