Tracy is very unique in her ability to communicate issues regarding financial strategy in a very compelling way. I know that sounds somewhat generalized, but this industry is so driven by charts and graphs and “sanitized” elements. Albeit they’re very important, it’s lost a bit of the emotional intelligence and professionals like Tracy are doing something about that - not only in helping advisors, but there’s a train-the-trainer component as well in that Tracy helps advisors add her approach and philosophy into their respective repotoire so that they can communicate more effectively with their clients and especially the affluent clients, and for that reason I’m excited about this call… let me welcome Tracy now…
Duncan MacPherson,
Co-CEO Pareto Systems & Platform
Breakthrough Business Development
