Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Complimentary Webinar: How to Generate Good Quality, CONSISTENT, Referrals
1970-01-01 • 20 second read

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To unlock your full potential when it comes to consistent client acquisition and sustainable client retention, you need to dial in a combination of proven strategies that elevate you above competitors. In this actionable webinar, Duncan MacPherson, CEO of Pareto Systems, will discuss the time-tested proven referral process that has helped our clients to double, and in some cases even triple, their business.

  • Unlock quality referrals from your best clients
  • Double the amount of referrals you received in the last 12 months
  • Create a process to ensure consistency

Duncan will save the last half of the webinar to answer your questions. Be sure to enter your question when you register. Thursday, August 13th at 4:10 pm ET

Register link: https://register.gotowebinar.com/register/3841645657396389132

Pareto Systems
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