Niche Marketing Strategies
Includes Q&A
Tuesday, July 23rd at 12 pm ET
Join Duncan MacPherson for a webinar on niche marketing strategies specifically tailored for financial advisors. In this session, you will learn how to identify and effectively target your Most Valued Prospects (MVPs) to differentiate your practice and elevate your brand.
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Walt West Video Testimonial
2024-05-28 • 2 minute video

Advisors ask us all the time what other advisors say about working with Pareto Systems. 

We are incredibly grateful to Walt West, CEO of West Advisory Group, for his heartfelt testimonial about his experience with Pareto Systems and his coach, Elaine Christakos. As a serious student of our methodologies, Walt's dedication to improving his practice is truly inspiring.

In his testimonial, Walt explains how Pareto's coaching helped transform his business by creating efficient and dynamic processes, "One of our biggest successes has been the fit process. It saves us time and ensures we only take on clients who are a great match for our firm, allowing us to provide top-notch service to those who deserve it."

If you're curious about how coaching can benefit your practice, download our free whitepaper, "A Guide to Financial Advisor Coaching" here: paretosys.co/guide-to-fa-coaching

Also, if you want to see Walt's FULL testimonial on YouTube click here: youtu.be/OIRp3Z9MnuU

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