Every Business is Built to Be Sold: Proven Strategies to Maximize Your Endgame
Includes Q&A
Tuesday, September 24th at 12 pm ET
Join Duncan MacPherson, along with special guest Ted Jenkin, CEO of oXYGen Financial and President of Exit Stage Left Advisors, for a powerful session on how to maximize the value of your business and plan for a successful exit.
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David Hays Video Testimonial
2024-05-30 • 2 minute video

We are incredibly grateful to David Hays, President and Lead Consultant of Comprehensive Financial Consultants, who shared his transformative experience with Pareto Systems and his coach, Scott Hamilton. As a dedicated student of our methodologies, David's commitment to achieving his goals is truly inspiring.

In his testimonial, David explains how Pareto's coaching helped him set clear, actionable goals and maintain accountability. "Scott helped us visualize where we wanted to be in 10 years, breaking it down into manageable steps. With his guidance, we went from billing on 280 million of assets to 477 million. The accountability and regular check-ins kept me on track, and I didn't want to disappoint Scott. This approach has paved the way for our continued growth."

Curious about how coaching can benefit your practice? Download our free whitepaper, "A Guide to Financial Advisor Coaching" to learn how to choose the right coach and transform your business: paretosys.co/guide-to-fa-coaching

Also, Click Here to see David's FULL testimonial on YouTube.

 

 

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