Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
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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Grow from 280 to 220 Clients
2019-09-17 • 6 minute video

Instead of being all things to all people, be all things to some people.

In this video Duncan suggests that in order to grow your business, it is sometimes necessary to right-size your book of business so you can focus on the clients that deserve you rather than the ones that need you.

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