Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.
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The Art of Professional Scarcity
2022-03-30 • 4 min video

We all know how the dynamics of supply and demand work. The scarcer something is, the higher the value people place in acquiring it. The question is how you can put this immutable law to work in your business. I would ask you to start with your lexicon, because the words you use continually, matter.

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