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
Aligning Purpose with Profession: The Path to True North
2024-03-26 • 4 min video

Are you a financial advisor seeking a more fulfilling career? 

Discover the concept of Ikigai ("reason for being") and how to find your "blue square" - the intersection of passion, professional expertise, and economic needs. Learn strategies to identify and eliminate draining clients, creating a balanced and enriching career path.

If you like this video, check out out Duncan's YouTube Channel "Duncan MacPherson", and Subscribe for videos like this and much more. His channel is  dedicated to helping Financial Advisors improve client relationships, create a steady stream of quality referrals, and optimize business strategies. Don't miss out on valuable insights to take your practice to the next level! YouTube Link: www.youtube.com/@Dmac8020 
 

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