Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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A Tale of Two Clients
2022-12-13 • 2 minute read

Another client of ours – who was admittedly just going through the motions initially with our process – got jarred one day. In the space of an hour, he received an amazing degree of praise and an incredible referral from a raving client, and then got fired by a raging client. It was enough to tip him over to a sense of resolve…

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