Duncan MacPherson, CEO of Pareto Systems, joins Ken Evangelista, CCO & Senior Manager of CG Advisor Network, to discuss steps that advisors can take now to accelerate their business in 2024.
CG Advisor Network empowers independent advisors to focus on their clients and on building their firms by providing advisors with an open architecture platform that includes comprehensive investment solutions, back-office support, and business-building resources advisors need to remain highly competitive. Partnering with Pareto Systems, which offers specialized coaching for growth-minded financial professionals, this webinar aims to show advisors how to free up more time to spend with clients and how to communicate more effectively with both clients and prospects.
WEBCAST – Finish Strong 2023: 90 Days To Grow Your Business
Title: Finish Strong 2023: 90 Days to Grow Your Business
Harnessing Authentic Voices for Accelerated Growth
It may not feel like it yet, but now is the time for financial professionals to start looking ahead to the new year. During this not-to-be-missed webinar, author, coach, and CEO of Pareto Systems Duncan MacPherson offers actionable strategies advisors can use to set themselves up for accelerated growth in the new year.
Drawing on his decades of experience helping professionals drive sustainable success, Duncan and Ken Evangelista of CG Advisor Network will explore pivotal actions and tools for maximizing growth, including:
- Year-End Momentum: Discover targeted strategies to cap off 2023 effectively, rejuvenating relationships with prime clients and positioning your business for an energetic start to 2024.
- The Power of Testimonials: Understand why incorporating client testimonials into your growth strategy is not just an option but a necessity in today’s financial landscape, and learn how to do it effectively.
- Amplify Growth Through Advocacy: Master the underlying principles of turning satisfied clients into proactive ambassadors for your brand. Duncan will teach actionable strategies for cultivating genuine advocacy, allowing you to tap into a network of trusted referrals and organic growth.
Speakers:
Duncan MacPherson, CEO, Pareto Systems
Ken Evangelista, CCO & Senior Manager, CG Advisor Network
Accepted for 1 CFP® / IWI / CFA CE Credit