Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals
What DOES Separate the Best From the Rest? Leading up to 2023, what made a financial professional successful? What activities did they focus on? What did their team actually implement? Do years of experience necessarily mean that you will be more successful? Does having a larger team mean that you run a better practice? Overall, where does the industry stand in practice management? Read the full article below 👇 #practicemanagementindex #pmi #businessdevelopment #growth #learning #business #thenextlevel #successs #processes #thebluesquaremethod #theadvisorplaybook #advisors #feeforserviceprofessionals #wealthmanagers #financialadvisors
What are your Opportunity Gaps? Take the PMI today at: www.practicemanagementindex.com
Director of Business Development at Pareto Systems
1yHere is the link to the Practice Management Trends Report: https://paretosys.co/pmi_report