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The Advisor Playbook: Regain liberation and order in your personal and professional life
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About the Author
I am the CEO of Pareto Systems, a practice management and business development consulting firm dedicated to improving the productivity of professional advisors. I've spent the last 20 years traveling the world speaking at conferences and coaching top performers on how to deploy a process that will unlock their full potential personally and professionally. Along with my team of coaches, I have developed and refined several one-to-one consulting programs including The Pareto System, The Fee-worthy Advisor, Succession 360 and the Advisor Flight Plan. I've also collaborated with enterprise clients to create one-to-many solutions, including train-the-trainer approaches. I've invested those experiences into a philosophy that says stewardship is more attractive than salesmanship, and a process that makes implementation predictable and sustainable. My goal is that you can translate that into results using this Playbook. I live in Kelowna, British Columbia, Canada and I can be reached at dmacpherson@paretosystems. You can also find me on LinkedIn at ca.linkedin.com/in/duncanmacpherson.
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Product details
Hardcover: 266 pages
Publisher: Pareto Systems; First Edition edition (October 21, 2015)
Language: English
ISBN-10: 0968440185
ISBN-13: 978-0968440186
Product Dimensions:
6 x 0.8 x 9 inches
Shipping Weight: 1.6 pounds (View shipping rates and policies)
Average Customer Review:
4.8 out of 5 stars
16 customer reviews
Amazon Best Sellers Rank:
#154,916 in Books (See Top 100 in Books)
If you might want to change how you are doing things as a financial advisor this book is for you. Many things in this book resonate with me but it may not for all advisors. Being in the business for only a few years, I will be using this program to "up my game" so to speak. It's all about establishing and keeping a relationship with your clients as you guide them on their path to financial freedom.
Worth every minute. I took notes and look forward to sharing ideas in the future. Love the scripts and quotes
If this book doesn't help you get ahead financially - You are not ready the learn.
I spent a day in a MacPhearson workshop. Great event. This book adds to clarity the workshop but should also improve customer service without the workshop.
Would recommend this for newer advisors. Picked up one or two tips but felt less value for vets. Overall glad I read it. 25 yr FA.
Still reading and learning. Thank you! Will be reading this book many many times.
I like that their source is based on what has generated the most results, with the least amount of effort. 80/20 rule lives!
This book is very insightful with real world applications.
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