How to Attract Business Owners
Includes Q&A - with Duncan
Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
Close
Coaching Professionals for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Getting Clear Around Legacy
2022-05-02 • 20 second read

In this excerpt from episode 18 of the ‘Always On with Duncan MacPherson’ podcast my guest Julia Norman and I discuss her process for helping her clients stay focused on their aspirations around legacy and family dynamics.

Click here to watch on YouTube

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