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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Streamline and Elevate - From the Field #56
2018-08-02 • 5 minute video

Streamline your processes to elevate the client experience for the 20 percent of your clients who generate 80 percent of your business to take your business to the next level!

Do the concepts we post resonate with you? Join me at one of our upcoming ‘Mastermind’ sessions in Palm Springs or Kelowna this fall where I can help you to start implementing these concepts into your practice. Dates and details here: www.paretosystems.com/mastermind-total-client-engagement

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