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Now On Demand
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.
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Duncan is the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the knowledge-for-profit sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.
As a speaker in high demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact- rich presentations that have made him a popular spokesperson for the knowledge–for-profit industry.
Duncan’s expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan’s primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.
Duncan is also an industry best-selling author and has written many books including: The Advisor Playbook and The Blue Square Method; the mindset and best-practices of top fee-for-service professionals.
Beyond the office, Duncan loves spending time with his wife and two sons. They enjoy the four-seasons playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, tennis, and skiing. |
Ken Evangelista is the CCO and Senior Manager of CG Financial Services and has been in the financial industry for over 25 years. CG Financial Services provides adaptive financial planning for individuals and businesses and manages over $3.1 billion in assets.
As a partner of CG Financial Services, and manager of CG Advisor Network, Ken has specialized in areas of new business development, and advisor services.
Ken is dedicated to streamlining efficiencies with our partner firms, using a comprehensive wealth-management platform, and open architecture technology. |
