with Guests: Laura Garfield
and Sharon Gottula
Includes Q&A Session
Pareto Systems and Duncan MacPherson are hosting a series of Mastermind sessions in amazing Palm Springs, California,and Kelowna, BC.
A small group of Advisors, together with Duncan MacPherson will dive deeply into issues facing Financial Professionals today. These sessions are not a pep talk or group hug. They are not a lecturing data dump, but rather a productive, actionable conversation with a clear path for implementation.
This process will help you to:
In the financial industry, one primary issue stands out in recent years: Commoditization.
This Mastermind session will examine how to move your client relationships from product and pricing, to process and philosophy, focusing on positioning yourself as a professional with a stewardship mindset rather than a salesperson with a quota.
Aside from a prospectus, product brochure or statement, your business has become extremely virtual and complex. As a result, the commoditization of your role has been amplified to the point that clients can trivialize your value and leadership and focus solely on ROI. This can undermine loyalty, expectation management, on-going empowerment and endorsements. Adding tangible tools to your approach helps remind both your affluent clients and your prospective clients that there are two types of advisors - salespeople and consultants - and what the differences between the two are.
There are a multitude of benefits that come from creating a playbook and documenting your processes. You convert your business procedures into valuable intellectual properties and, in the process, increase the value of your business. A book of business limited to assets on paper has a smaller value than an actual business with predictable, sustainable and duplicable systems. Furthermore, because of the consistent commitment to best practices, your ability to competitor-proof clients, uncover money in motion and be more referable become inevitable.
This session will introduce you to actionable proven processes which enable you to quickly and predictably:
These processes and strategies can plug-and-play into:
To ensure this experience has a great impact on you and your business, we ask that you complete a short questionnaire that will help Duncan better understand where you are, what your goals are, and what you hope to achieve through this process.
Duncan MacPherson acts as the facilitator and proposes a structure and a process to the meeting. He walks you through the Best Practice "do's and don'ts" and then opens up the conversation to make it specific and actionable.
Throughout the day, Advisors interact with Duncan and other elite advisors working through the specific strategy, discussion and implementation.
Lunch will be provided.