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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Secret to More Client Referrals
2024-04-17 • 1 min video

Don't just react! This is where the client experience kicks in

Watch the full video, "The Secret to More Client Referrals", where I discuss the powerful client experience formula used by Pareto Systems' top financial advisor clients on YouTube by clicking here


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