4 Steps to Building
Your Dream Team
Includes Q&A
Tuesday, May 21st at 12 pm ET
Join Duncan MacPherson for an insightful webinar on the dynamics of forming and developing high-performance teams. Based on the acclaimed Tuckman's Model, this session will explore the essential stages of team development: Forming, Storming, Norming, and Performing.
Coaching Financial Advisors for over 25 years1.866.593.8020
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Earn Consistent Quality Referrals
2024-05-09 • 7 min video

Skip the Script! How to Earn Consistent Quality Referrals

Financial advisors: Ditch the "referral script" and focus on building trust! Learn the power of authentic storytelling and client-centricity in attracting referrals. Explore how clear communication and respecting client relationships can lead to organic growth for your business.

Stream the newest episode of Always On "The Language of Referrals " by clicking here: paretosys.co/AODM_ep57

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