Coaching Professionals for over 20 years1.866.593.8020
Coaching Professionals for over 20 years
Pareto App
Pareto Academy Login
The Review Meeting is Obsolete - Blue Square Video Series
2020-09-29 • 7 min video

Join Duncan as he discusses the impact of repositioning your ‘Review Meetings’ into 'Strategy and Tactical Meetings' where you invest the past into the future and make it an extension of your overarching process.

Thursday, October 22nd, join Duncan, and a small, select group of successful Financial Advisors for our e-Mastermind event! We will discuss what the best in the industry are doing right now to come out of the current environment stronger than ever and what they are doing to refine their scalable growth strategy.

Click here to learn more or register you and your team:

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