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
Home
Speaking
Partners
Contact
Pareto Academy Login
Transferring Wealth with Family
2024-04-10 • 4 min video

How do you conduct a family meeting? Why Bringing Everyone Together is Easier Than You Think

Worried a family meeting will trigger family drama? Fear not! This clip reveals why narcissists typically avoid these meetings. Discover how family meetings can actually strengthen your bond and how a client's resistance might be a red flag.

How do you facilitate family meetings?

Listen to the full podcast episode to learn best practices on how financial advisors can arrange a family meeting with their clients: paretosys.co/AODM_ep56

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