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