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

How to Attract Business Owners Many of my friends are business owners, and many of our clients have gone deep into attracting and keeping great clients who are business owners. I’d like to share with you a little bit about the why and the how. Why business owners are the ideal clients, and how to attract - not chase - a steady stream of high-quality business owners… Read the full article below 👇   #businessdevelopment #practicemanagement #referrals #businessowners #entrepreneurs #thenextlevel #thebluesquaremethod #theadvisorplaybook #advisors #feeforserviceprofessionals #wealthmanagers #financialadvisors

Duncan MacPherson

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

11mo

Here’s the link to schedule a complimentary Pareto Systems Intro Call to see if our time-tested, proven consulting process is a fit for you: paretosys.co/sched_call

Jackie Wilke

Innovative Business Dev & Practice Management | Proven Strategies of Future-focused, Next Gen Financial Pro's & RIA's | Women, Next Gen, Family Wealth | Author: Insights & Innovations

11mo

With the rise of entrepreneurs, business owners are major opportunities. Couldn’t agree more with the emphasis on attracting. They should be able to identify whether or not you’re talking to them 🧲 via education, words used, transitions, FAQs, pain points, opportunities, transitions This is a great resource!

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