Co-Webinar: Pareto Systems and Advisor Websites

Type: 
Webinar
When: 
Wednesday, 10:00am to 11:00am PST

Proven ideas and strategies you can implement to make your life easier in 2013 focused on Web, CRM & Practice Management.

Presenters

Bart Wisniowski

Bart Wisniowski

Role: CEO of Advisor Websites

 

Duncan MacPherson

Duncan MacPherson

Role: co-CEO of Pareto Systems

 

 

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.

Each company will present several great ideas or quick wins you can implement in your practice this year and take your business to the next level.

We will provide all the critical answers you are looking for including:

  • What benefits will implementing a CRM bring me?
  • How can we generate more traffic and sales leads through our website?
  • Should I create a mobile version of my website? What are the first steps?
  • Is a practice management/business development coaching program the best way to take my business to the next level? And 10 questions to ask before hiring a coach?
  • A few easy but fundamental changes to implement early in the year, to make 2013 the best yet
  • and much more!!!

Agenda

Introductions & Welcome

Process

  • Hire a coach
  • Implement a referral Strategy

Technology

  • Implement a CRM
  • Add a web to lead form to your website
  • Start a blog
  • Go Mobile
  • Use Screen Sharing software

When?

Wednesday February 13th from 10:00am to 11:00am PST

Register Today!