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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Leaders are Readers
2020-05-18 • 20 second read

paretosystems.com/recommended-reading

Enclosed is a listing of books that are perfect for:

  • Developing yourself - personally and professionally
  • Studying your ideal clients so that you can grow up market
  • Gifts to recognize critical life events and milestones in your clients lives 
  • Developing next-gen relationships with the kids of your best clients

To attract more attractive clients, you must make yourself more attractive. It's a study to achieve professional contrast. Keep working ON yourself and your business. See the full list at paretosystems.com/recommended-reading

 

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