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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Still the Best Q4 Campaign
2021-08-31 • 6 min video

I have to tell you, after all these years it is still the most powerful campaign to deploy in the fourth quarter, when it comes to relationship management and business development, it's still sending your clients and strategic partners, a Thanksgiving card. It's so incredibly powerful in terms of bang for the buck and return on investment of time.

If you are looking for Thanksgiving Cards with impact visit our friends at LavishCards.com

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