Shaping Your Branding Strategy
Includes Q&A
Tuesday, July 25th at 12 pm ET
Join Duncan MacPherson, co-author of The Advisor Playbook and The Blue Square Method, for this fast-paced webinar as he explores the essentials of shaping a powerful branding strategy. Duncan will focus on viewing your brand from your clients' perspective and leveraging that insight to create a compelling and authentic brand.
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Webinar Replay: How to Attract Business Owners
2023-05-02 • 20 second read

Replay Link: www.paretosystems.com/webinars

Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.

How do you become indispensable to them? How do you help them understand the alignment between what they want to accomplish and your expertise? How do you attract business owners and future pace the relationship to last long after a liquidity event?

During this presentation, learn how to:

•  Align yourself with business owners

•  Position yourself as a conduit for purposeful business succession

•  Capture assets outside of your process

Watch the replay of this informative Go-to-Webinar webcast by clicking here: www.paretosystems.com/webinars   

 

 

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