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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Attract Referrals, Don't Ask For Them
2019-10-03 • 3 min video

Attract high net worth clients by positioning referrals as a service you do for your clients.

In this video Duncan explains how to position referrals as a service you do for your clients rather than a favor they are doing for you and attract a steady stream of quality referrals.

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