Coaching Professionals for over 20 years1.866.593.8020
Coaching Professionals for over 20 years
Home
Pareto App
Speaking
Webinars
Concierge
Partners
About
Contact
Pareto Academy Login
Blog Posting Image
What's Your GPA?
2020-05-06 • 20 second read

Your GPA is an acronym for gratitude, purpose and action. Talk to your clients about your gratitude, sense of purpose and about the actions you are going to take. This is the art and science of being a financial advisor because this isn't about just wealth management, it’s about relationship management.

For access to videos, scripts and templates to help you be your clients’ voice of reason check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html

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