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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Clarity and Authenticity are Key
2021-08-11 • 1 min video

The key with the messaging is to be authentic and use no jargon. Clarity should be the goal. When someone watches your video, you want them to think, “Hey, this is exactly what I've been looking for!”

This video is an excerpt of the “Video Skills Will Carry You Far” video available now on YouTube. To watch the entire video click here: https://youtu.be/QGs-zjgvl8E

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