Niche Marketing Strategies
Includes Q&A
Tuesday, July 23rd at 12 pm ET
Join Duncan MacPherson for a webinar on niche marketing strategies specifically tailored for financial advisors. In this session, you will learn how to identify and effectively target your Most Valued Prospects (MVPs) to differentiate your practice and elevate your brand.
Coaching Financial Advisors for over 25 years1.866.593.8020
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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:

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



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