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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Add a Personal Touch
2022-07-15 • 1 min video

In the current tech-absorbed world, imagine the impact handwritten cards can have on your client experience. It adds a personal touch that other forms of client communication might lack!

Learn more about sending out greeting cards to clients (and what to do if you don’t have the time for it) in this episode of Always On with Duncan MacPherson Podcast with guest Cathi Durrell by clicking here

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