In this webinar, join Duncan MacPherson, CEO of Pareto Systems, as he addresses the issue facing Advisors right now. You need to be the voice of reason in these volatile times.
This is WHY you became a Financial Advisor. Remember your Purpose, stick to the Plan, and trust the Process.
Advisors need to ensure that they:
- 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_1590632944904