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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?

Watch On Demand

Become a Pareto Certified Coach

Have you ever considered becoming a Practice Management coach?

Do agree with a stewardship over salesmanship approach?

Would you like to be in business for yourself, but not by yourself?

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Have you ever considered becoming a practice management, client acquisition and business development consultant? Pareto Systems is an industry-leading coaching and consulting firm with an exceptional train-the-trainer process that can fast-track you to a rewarding and fulfilling career.

This is a platform that provides multiple income streams that includes enterprise opportunities, back end recurring revenue solutions and a practice management dashboard that is second to none.

Whether you are new to coaching or are currently a coach and interested in raising the bar, contact Pareto. Our proven process will accelerate your progress, add to your repertoire and help you to achieve your full potential.

By becoming a Pareto Coaches Network affiliate, you will receive our bumper-to-bumper orientation and implementation process enabling you deliver 1:1 coaching for organic and scalable growth.

Coaching Process

In addition to 1:1 coaching, you will also receive all the scripts, tools and templates that will enable you to conduct 1:Many:

Linked and sequential webinars

Branch presentations

Break-out and conference keynotes

This process is suited for all fee-for-service professionals including:

Financial Advisors

Insurance Specialists

Accounting Professionals

Legal Professionals

In addition to the intellectual properties and resources that you will need to have operational, you'll also need to fill your pipeline with new clients. We have a proven business development process to do just that. This includes:

Introductions and Lead-Feeder from Pareto Systems

Seminars, workshops and boot-camps

A robust Social media and SEO process

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