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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Gaps in Your Practice Management Process
2022-09-13 • 2 minute read

Your technical ability is a foundation to build on. It’s promissory on an outcome and the performance of your core deliverables, and you don’t want to be living and dying strictly by that sword. Practice management is promissory on a client experience – it represents what it means to be your client over the lifetime of the relationship…

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