Duncan MacPherson’s Post

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Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals

A Tale of Two Clients Another client of ours – who was admittedly just going through the motions initially with our process – got jarred one day. In the space of an hour, he received an amazing degree of praise and an incredible referral from a raving client, and then got fired by a raging client. It was enough to tip him over to a sense of resolve… Read the full article below 👇 #practicemanagement #businessdevelopment #growth #learning #business #thenextlevel #successs #thebluesquaremethod #theadvisorplaybook #advisors #feeforserviceprofessionals #wealthmanagers #financialadvisors

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