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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Be Brilliant at the Branding Basics
2020-01-23 • 4 min video

Does your branding make clients aspire to be a part of your process? Is it something they'll naturally use to make an introduction to a friend or family member? Does your communication style reinforce that, or undercut it? What you say is important, but so is how you say it.

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