UPCOMING WEBINAR: Leadership Breakthrough
How Financial Advisors Can Elevate, Scale, and Future-Proof Their Business
Join Duncan MacPherson, in this fast-paced webinar. Advisors who thrive in today's environment aren't just managers of assets, they are architects of enterprise value and leaders of people. This session explores how to evolve from running a "book of business" to building a true business, guided by clarity of vision, strategic planning, and leadership principles that stand the test of time.
Key Takeaways:
- Reframe your mindset and world-view to elevate from technician to strategist.
- Level up your team by creating chemistry, building habits, and positioning for long-term growth.
- Pivot from B2C to B2B strategies to align interests and expand your addressable audience.
Why It Matters:
This webinar is designed for professionals ready to move beyond incremental growth and embrace breakthrough leadership. Advisors who think beyond managing assets can build lasting value, grow their teams, and future-proof their business for long-term success.
Date: Tuesday, October 21st
Time: 4:00 PM ET | 1:00 PM PT
Register: https://www.paretosystems.com/webinars/Leadership-Breakthrough-From-Technician-to-Limitless-Leader-6846623072491461208
