Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build momentum and prepare to fast-track success in the New Year.
In this episode, Duncan MacPherson highlights four key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2022, and for a great start to 2023. These strategies are easy to implement and translate into results quickly and predictably.
Duncan discusses:

A proven process to rejuvenate relationships with your best clients and amplify growth through advocacy
How to make timely adjustments to increase efficiency and productivity
Sample scripts to use in client meetings (and holiday cards!)
Tips for maximizing your value during volatile market conditions
And more

Resources:

Practice Management Index (PMI)
Lavish Cards
Strategy and Tactical Meetings
Download Chapter 1 from The Blue Square Method
A Short History of Financial Euphoria – A Synopsis By Duncan MacPherson

Connect With Duncan:

Pareto Systems 
1.866.593.8020
Schedule a Call
Duncan on LinkedIn

Promotions:

The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
ProudMouth – Be Your Own Loud

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