Virtual Practice Management for Client Engagement

Becoming the voice of reason during volatile times.

Join Duncan MacPherson, CEO of Pareto Systems, as he addresses virtual practice management during times of social distancing. This includes remembering purpose, sticking to the plan and trusting the process.

This on demand webinar encourages financial advisors to:

Position themselves as a consultant
Have clients focus on how much they are worth rather than what they cost
Competitor-proof their best clients
Create advocates that generate referrals
Gain full empowerment from their clients

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

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