How to Use Technology to Build a More Predictable and Sustainable Business
Includes Q&A - with Duncan
Thursday, June 2nd at 12 pm ET
Does your technology help you to create a consistent client experience? Can you deploy duplicable systems? Are you leveraging technology to become more efficient? Join Duncan MacPherson, founder of Pareto Systems and author of 'The Blue Square Method', as he discusses implementing best practices through technology.
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Overcome your plateau
2022-04-20 • 25 second read

Many professional advisors I work with are successful, enjoy an impressive lifestyle and should be content, but many of them are still ambitious and are frustrated because they have hit a plateau. While every advisor’s scenario is unique, often the plateau stems from inertia confidence. Simply put, the advisor is busy repeating habits and patterns, and has been for an extended period of time. They are getting results, but they can raise the bar and achieve more.

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