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
Pareto Academy Login
Why Clients Don't Refer
2024-05-10 • 6 min video

Client Won't Refer? Overcome the 2 Biggest Referral Objections

Financial advisors: Learn the two main reasons clients hesitate to give referrals and discover strategies to address them! Explore how to build trust and overcome concerns about confidentiality and process. This video provides actionable steps to create a "culture of referrals" in your practice.

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


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