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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Pareto’s E-Summit Speaker Line Up ANNOUNCED!
2020-05-25 • 20 sec

Pareto Systems' Practice Management E-Summit - May 28th - 10 am ET

See full speaker lineup: https://paretosystems.com/virtual-summit.html

Featured Presentation: COO Roundtable - Understanding Team Dynamics with Elaine Christakos

In this session, Elaine will be discussing 4 strategies that your CSA can implement immediately to enhance your clients' experience. She will also be discussing Team dynamics and communication and specifically how you can use DISC and Motivation assessments to understand your team, enhance communication within your team, and build your team successfully.

Register Now: https://paretosystems.com/virtual-summit.html

#businessdevelopment #practicemanagement #virtualsummit #branding

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