Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Make more Advocates!
2019-10-24 • 5 minute video

When you push, you repel, and what you chase often alludes you.

In this From the Vault video Duncan MacPherson discusses the Law of Attraction, and how to use it convert your prospects into referral generating advocates.

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