W5 Approach to Client Events

Mastering Total Client Engagement
Includes Q&A - with Duncan

Tuesday, January 21^st at 12 pm ET

Elevate your client relationships and drive meaningful growth in your practice with Duncan MacPherson, a renowned authority on practice management and relationship-building for financial advisors.

LEARN MORE

Back to Blog

#Video

W5 Approach to Client Events

2024-10-29 • 1 min video

This short is an excerpt from episode 66 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Angela York and Elyse Stone from Event Advisors.

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

Back to Blog

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

Company

About
Contact
Partners

The Pareto Systems App