Finish Strong in 2022
Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build momentum and prepare to fast-track success in the New Year.
In this episode, Duncan MacPherson highlights four key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2022, and for a great start to 2023. These strategies are easy to implement and translate into results quickly and predictably.
Duncan discusses:
• A proven process to rejuvenate relationships with your best clients and amplify growth through advocacy
• How to make timely adjustments to increase efficiency and productivity
• Sample scripts to use in client meetings (and holiday cards!)
• Tips for maximizing your value during volatile market conditions
• And more
Tune in now (or download it for later!) by clicking here: https://bit.ly/AODM_ep29
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.