Includes Q&A - with Duncan
Duncan MacPherson, author of The Advisor Playbook, and CEO of Pareto Systems has a complimentary invitation for you. He has developed a quick, actionable, three-strategy process for Advisors called The Path to Progress. It incorporates proven strategies straight from Pareto Systems' one-to-one consulting programs.
Advisors that engage Pareto Systems come to us because, among other things, their business is running them and they can't seem to make progress on some of their most important goals and objectives. Working with Pareto Systems we help them navigate a path to:
The Path to Progress provides quick access and insight into Pareto's proven strategies and actionable content that can have immediate impact on your business. Whether you are looking to create efficiencies within your practice, aspire to grow your business, or just regain control of your life and practice this quick-step program will help show you the path to progress!
"We are absolute raving fans of Pareto and are on track to more than double revenue compared to last year, and have seen net new assets grow by over 40% in the midst of a pandemic."