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Many top teams find another gear for growth during periods of volatility and uncertainty. While some adopt a mindset of apprehension prompting them to play defense, others have anticipation and engineer an approach that achieves professional contrast and improves refer-ability.

In this fast-paced webinar, Duncan MacPherson, CEO of Pareto Systems, discusses The Next Frontier, the process that enables top financial advisory teams to:

• Identify and capitalize on the vein of gold of untapped opportunity that exists within their business.
• Strengthen their existing team through a dynamic approach that elevates the client experience and fee-worthiness.
• Position their business to capitalize on scalable growth through business acquisition.

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