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Think like a First Responder - Blue Square Video series
2020-11-17 • 6 minute video

In this episode of the Blue Square Video series Duncan discusses how, when markets are under stress, opportunities to grow and refine your business exist for advisors who are proactive.

He also mentions how rewarding it is to hear from our past and current clients and the impact the work we have done together has impacted them and their business!

For access to videos, scripts and templates to help you be your clients’ voice of reason check out the Pareto Systems Knowledge Bank:

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