We thought you might find this webinar interesting…
“On Wednesday, February 13th from 10:00am to 11:00am PST, Advisor Websites CEO and Pareto Systems co-CEO will present proven ideas and strategies you can implement to make your life easier in 2013 focused on web, CRM & practice management. Pareto Platform CRM & Advisor Websites bring you a fast-paced webinar focused on getting more value out of technology, attracting & retaining new clients and utilizing technology to enhance client service and better manage relationships.”
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You