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
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Turning Virtual Techniques into Game Changing Asset Growth with Ted Jenkin
2020-06-18 • 30 minute video

Are virtual meetings the new norm that we will all face even after we get past solving the COVID-19 health crisis? Join us for this session to learn the tricks, tips, and techniques to getting new financial advice, wealth management, and insurance clients in a virtual world. In this session you'll learn:

  • How to reposition your brand coming out of COVID-19
  • How to build a 360 surround sound online
  • How to use LinkedIn to get more appointments 
  • And much, much more

This presentation is pulled from the Pareto Systems' Practice Management eSummit held on May 28, 2020

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