THE NOISE ...
Medallion is extremely proud
Join Duncan MacPherson
for a Full-Day event
ASK YOUR MEDALLION CONSULTANT
HOW TO ATTEND
THIS EXCLUSIVE EVENT
Join Duncan MacPherson,
author of The Advisor Playbook,
for Mastermind Sessions
Located at Omni Rancho Las Palmas Resort & Spa in amazing Palm Springs, California.
A small group of Advisors, together with Duncan, will dive deeply into issues facing Financial Professionals today. These sessions are not a pep talk or group hug. They are not a lecturing data dump, but rather a productive, actionable conversation with a clear path for implementation.
Discounted room rates available for extended stays
The Advisor Playbook included in purchase
Contact YOUR Medallion Consultant to book today as space is limited.
Mastermind SESSIONS INCLUDE:
Diving into the Total Client Engagement Process
1 Pre-Meeting Gap Analysis Call for clarity
1 Post-Meeting Implementation Follow Up Call
Access to the Turnkey Pareto Academy Implementation Dashboard
Up to 2 nights at Omni Rancho Las Palmas
1 full-day Meeting at Omni Rancho Las Palmas Resort & Spa