Assembling a new team, or enhance an existing one?

Join Duncan MacPherson on Tuesday, May 21^st, at 12 pm ET 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. Discover practical strategies for guiding your team through these stages, fostering collaboration, and setting the stage for sustained success.

In This Webinar You'll Learn:

• The Forming Stage: Building the foundation with right-fit recruitment strategies and setting clear goals.
• The Storming Stage: Navigating conflicts and integrating diverse strengths to form a cohesive unit.
• The Norming Stage: Establishing norms and processes that enhance team functionality and resilience.
• The Performing Stage: Maximizing team potential to achieve exceptional results and client satisfaction.

Whether you're assembling a new team or looking to enhance the performance of an existing group, this webinar will equip you with the tools and insights to lead with confidence and clarity. Join us to transform your team management approach and achieve remarkable outcomes.

Register Now: www.paretosystems.com/webinars

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

Skip the Script! How to Earn Consistent Quality Referrals

Financial advisors: Ditch the "referral script" and focus on building trust! Learn the power of authentic storytelling and client-centricity in attracting referrals. Explore how clear communication and respecting client relationships can lead to organic growth for your business.

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

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and stewardship. 

Stream the entire podcast by clicking one of the links below: 

Spotify: paretosys.co/aodm_ep57-sp 

Apple: paretosys.co/aodm_ep57-ap 

Blubrry: paretosys.co/aodm_ep57-bb

You don't need to shy away from referrals!

If you know the right language (phrases or scripts), you can ask for referrals without coming across as pushy.

Tune in to the latest episode of Always On to uncover the language of referrals with Bill Cates, The Original Referral Coach, by clicking here: paretosys.co/AODM_ep57

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and stewardship.

Stream the entire podcast by clicking here: paretosys.co/AODM_ep57

Are you attracting the right clients? 

Tired of unqualified referrals? Discover a proven strategy to attract the perfect clients through referrals. Learn how to communicate your ideal client profile and demystify the referral process for your network. Explore how this approach builds trust, strengthens client relationships, and leads to more successful referrals.

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

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and stewardship.

Stream the entire podcast by clicking here: paretosys.co/AODM_ep57

The Referral Mindset Shift: From "Getting" to "Giving Value"

Struggling to get referrals? Discover the secret! Learn how to shift your focus from "getting" to "giving value." Explore how a client-centric approach that prioritizes your client's well-being can unlock a natural flow of referrals.

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and stewardship. 

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

 

The Approach to Referrals

Great clip from Duncan's recent podcast. They discuss finding language that works, when speaking to clients about introductions (referrals).

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and stewardship. 

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