Bring Success To Your Succession
Includes Q&A - with Duncan
Tuesday, February 18th at 12 pm ET
As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Stop Transacting - Start Engaging- Blue Square Series
2020-06-09 • 4 min video

In this episode of The Blue Square Method, Duncan recommends strategically positioning yourself a consultant with a process rather than a salesperson pitching products to attract and retain clients rather than chase them.

The Pareto Systems ‘Business Evaluation Process’ is a gap analysis that will ‘pop-the-hood’ on your business to uncover untapped opportunities and overlooked vulnerabilities that are holding you back and help you get to the next level. Learn more here: www.paretosystems.com/business-evaluation-process

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