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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Dig Your Well Before You Are Thirsty
2019-09-10 • 5 minute video

Generate referrals from friends and family members of your best clients.

In this episode, Duncan talks about how to work with the family members of your best clients, setting yourself up for the next generation.

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