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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
High Touch Ideas for the Month of July
2021-07-27 • 4 min video

Join Duncan MacPherson of Pareto Systems and Cathi Durrell of Lavish Cards as they discuss the concept of 'Thanksgiving in July' and the importance of staying ‘top of mind’ awareness with your clients.

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.