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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Webinar Replay: How to Attract Business Owners
2022-05-10 • 20 second read

Missed the live webinar? Watch the replay here: 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?

This presentation will included a live Q&A with Duncan MacPherson. 

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

 

 

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