Accelerate your Business Growth through Video
with Guests: Laura Garfield
and Sharon Gottula
Includes Q&A Session
Thursday, November 4th at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Especially through this disruption of the past 19 months, when digital media has become one of the most important ways to communicate with clients and prospective clients.
Coaching Professionals for over 25 years1.866.593.8020
Pareto Academy Login
Blog Posting Image
Missed the Webinar: Developing a Professional Referral Network?
2021-08-27 • 2 minute read

Few professional advisors have cracked the code when it comes to consistently attracting referrals from other influencers and rainmakers who are not clients. In this session Duncan MacPherson will lay out a processes to guarantee referrals are a two-way street.

During this session, Duncan will discuss:
• How to position a referral process as a service you provide
• How to delineate and position your process to strategic partners
• How to contrast yourself favorably with other advisors

Watch the replay on

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