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
Always On with Duncan MacPherson Podcast
2021-11-25 • 20 second read

In this week’s episode of Always On with Duncan MacPherson, I spoke to Tom Deans, best-selling author of “Every Family’s Business” and “Willing Wisdom”.

Tom and I outline an approach that will help financial professionals to become more indispensable to affluent clients, especially business owners.

Tune in to learn:

How to position yourself as a conduit for purposeful business succession

How you can align yourself with business owners

How to capture assets outside of your process

Join me and my guest, Tom Deans, by clicking here

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