Pareto Systems with Duncan MacPherson are presenting Mastermind which includes a full day with Duncan in amazing Palm Springs, California.
Starting with a personalized Gap Analysis, Duncan will help you to identify the current Gaps in your process and approach. From there together with a small group of Advisors, he will dive deeply into issues facing Financial Professionals today. These sessions are not a pep talk or group hug. They are not a lecturing data dump, but rather a productive, actionable conversation with a clear path for implementation. All of this is supported by Pareto Academy, our implementation Dashboard, ensuring success and ROI.
- Two nights at Omni Rancho Las Palmas
- One full-day Meeting at Omni Rancho Las Palmas Resort & Spa
- One Pre-Meeting Gap Analysis Call for clarity
- One Post-Meeting Implementation Follow Up Call
- Access to the Turnkey Pareto Academy Implementation Dashboard
Mastermind Session Topics:
Mastermind Investment: $2500 USD + travel- Two nights' accommodation included (per week)
- Discounted room rates available for extended stay
- The Advisor Playbook included in purchase
- Book today as space is limited - only 10 seats available for each event