Silver Linings 2.0
2020-05-12 • 5 min video
In this episode Duncan speaks to how high caliber advisors are utilizing the down-time to refine their processes to create capacity for future growth.
For instant access to videos, scripts and templates to help you refine your client processes check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html