M&A Mastermind: Smart Strategies for Growth
Includes Q&A - with Duncan
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Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?
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How Do Your Clients Describe You?
2023-11-09 • 2 minute video

When you receive an introduction from a client, do you call them to ask what they said about you?

It can be beneficial to know what your clients are saying about you, especially the language they use to describe your value!

Play this short clip from the most recent ‘Always On Podcast” where Duncan and his guest Steve Phillips discuss how.

Find links to stream the entire episode here: paretosys.co/AODM_ep48

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