Strategic Planning for 2025
Includes Q&A - with Duncan
Tuesday, November 19th at 12 pm ET
By refining your plan for the coming year over the next few months, rather than on a Sunday evening over the holidays in December, you'll create a plan that better serves you and your team, is more actionable and predictable, and consists of goals that are balanced, clear and attainable.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Don't Make Boring Videos
2024-10-18 • 1 min video

This short is an excerpt from episode 65 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast. 

WATCH the entire video clip on YouTube: https://youtu.be/N1ACPmL7neI 
 

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