How to Attract Business Owners
Includes Q&A Session
Thursday, December 2nd at 12 pm ET
In this webinar, Duncan is joined by special guest Tom Deans as they outline an approach that will help financial professionals to become more indispensable to affluent clients, especially business owners.
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Partners
At Pareto Systems we partner with firms that help to bring added value to our clients.
Client PFO Binders

Personal Financial Organizers -
Genuine Leather Binder Sets

Client Greeting Cards

Client Greeting Cards

Lavish Cards

Powerful Client Relationship Building
Through Greeting Cards

Lavish cards are hand finished with REAL photographs by AWARD-WINNING photographer Glen Durrell.
Contact us at: 1-888-599-7599
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The Seven Best Ways to Use Greeting Cards
Lavish Symbols
The Greeting Card Playbook
Video Production

Video Production

Breathe New Life into your Marketing Strategy with Video

Video marketing can seem daunting, but it doesn't have to be. Find out more about Idea Decanter's custom video and remote video with Idea Kit.

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Idea Decanter
Why and How to Create Videos with Impact
Attract the Right Clients Through Video
How to Market Your Videos
Client Events (Virtual or In person)

Client Events (Virtual or In person)

Tom Deans

Book Tom Deans for an exclusive event
with your clients

Both of Tom's books deal with the intergenerational transition of family wealth. Like his books -- his talks are unconventional and contrarian.
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Interview with Tom Deans
Tom Deans PDF
Marketing

Marketing

Multi-Channel Marketing with
Broadridge Advisor Solutions

Drive leads, referrals and client engagement with a complete marketing and client engagement platform that includes a FINRA-reviewed content library, website management system, automated email and social media campaigns, search engine marketing, digital advertising, prospecting seminars and more.

Call 800-233-2834 or schedule a demo
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Broadridge Advisor Solutions
Advisor Marketing Made Easy
Seminar Marketing
Website Design Checklist
Duncan's Books

Duncan's Books

The Advisor Playbook

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Breakthrough Business Development

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