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.
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WEBINAR: Developing a Professional Referral Network in 2024
2024-03-11 • 20 second read

On Tuesday, March 26th at 12:00 PM ET we invite you to unlock the secrets to building a thriving professional referral network with Pareto Systems. Many advisors struggle to consistently secure referrals from influential professionals and rainmakers outside their client base. In this dynamic webinar, Duncan MacPherson, a renowned Client Acquisition Expert, will unveil proven strategies not just to enhance your relationships with these key individuals but also to create a mutual pathway for introductions.

Join us to discover how to:

  • Transform your referral approach into a value-added service for both your clients and partners.
  • Clearly define and effectively communicate your unique process to strategic partners, distinguishing you from the competition.
  • Become the advisor of choice by highlighting your distinct value proposition.
  • Cultivate a rewarding and sustainable partnership experience that keeps strategic partners continuously engaged and enthusiastic about collaborating with you.

This webinar will include a live Q&A with Duncan MacPherson. You can ask your questions live, or enter one when you register here: paretosystems.com/webinars

Can't make it, but don't want to miss out? Don't worry, register now and ask your question, and we will give you access to the recording following the broadcast.

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