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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Client Experience
2022-12-28 • 20 second read

Do you know what is the most difficult part of your business for competitors to replicate?

Your client experience.

In fact, performance coach Kevin BIshopp calls it the “final frontier for differentiation.”

Tune in to the newest episode of Always On with Duncan MacPherson to discover actionable ideas for elevating your client experience by clicking here: paretosys.co/AODM_ep32 

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