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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Becoming Indispensable to a Client's Family
2020-01-21 • 5 minute video

Put a process in place that puts every piece of your client’s financial puzzle together that goes beyond just achieving financial independence, but also maintaining it and building their family legacy.

Pareto Systems
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