Mastering Total Client Engagement
Includes Q&A - with Duncan
Tuesday, January 21st at 12 pm ET
Elevate your client relationships and drive meaningful growth in your practice with Duncan MacPherson, a renowned authority on practice management and relationship-building for financial advisors.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Through the Lens of Our Clients with The Winthrops Ep. 170
2023-11-14 • 4 min video

Social proof is a powerful force, and, as you probably know by now, there are some parameters in place around using client testimonials and success stories, focusing more on what your value does and less than what it is. In this episode of Blue Square, Duncan talks to long-time clients of Pareto Systems, Max and Lucas Winthrop, and sees things through the lens of our client.

Click here to watch on YouTube

For more on this, and other actionable best practices, download Chapter 1 from my book "The Blue Square Method" today at thebluesquaremethod.com

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