Bring Success To Your Succession
Includes Q&A - with Duncan
Tuesday, February 18th at 12 pm ET
As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
A Value Proposition
2018-12-13 • 4 min

In this episode of the Blue Square Method Duncan is joined by co-author Chris Jeppesen as they discuss scripting to have your clients better understand the value you offer.

Webinar Invitation: The Advisor of the Future

Adapt and plan to thrive while others struggle to survive

Wednesday, January 16th, 2019 at 4:10 PM EST

In this session, Duncan and Chris will pass along actionable, proven strategies that will enable you to:

* Put more sand in your hour glass through effective time allocation efficiencies

* Refine your growth and profitability model

* Create intellectual property and elevate the client experience to drive enterprise value

Join Duncan and Chris for this informative Go-to-Webinar webcast. Click to register: https://attendee.gotowebinar.com/register/2776995132108639235

#branding #businessdevelopment #practicemanagement

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.