Know Where You Stand
Includes Q&A - with Duncan
Watch Anytime ON DEMAND
Now is a perfect time to conduct a self-assessment to identify gaps in your approach. Duncan MacPherson and the team at Pareto Systems have developed and refined a webinar presentation to help you do just that.
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Webinar Replay: Know Where You Stand
2022-06-20 • 20 second read

Now is a perfect time to conduct a self-assessment to identify gaps in your approach. Duncan MacPherson and the team at Pareto Systems have developed and refined a webinar presentation to help you do just that.

There are 3 questions every financial professional must consider when it comes to unlocking the next level of productivity and efficiency:

• Are you now where you said you would be 5 years ago?
• How clear and confident are you heading into the next 5 years?
• Where are you relative to your peers in terms of refinement and optimization?

Drawn from the Practice Management Index (PMI), powered by Pareto, and from hundreds of engagements with the fastest growing teams in the business, this fast-paced webinar will walk you through a sequential exercise that will provide you with the vital steps you’ll need to achieve maximum professional contrast, total client engagement and another gear of efficiency.

In this presentation we will:

• Focus on 18 core areas of your business
• Identify untapped opportunities and overlooked vulnerabilities
• Enable you to take action on concise steps to refine and optimize

Watch the replay of this informative Go-to-Webinar webcast by clicking here:  www.paretosystems.com/webinars

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