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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Q4: Finish Strong - Blue Square Video Series
2020-11-19 • 10 min video

Join Duncan as he provides actionable strategies to help you finish 2020 strong and position yourself for a great 2021! By focusing your efforts on the 20% clients who helped generate 80% of your business, and ratcheting up your service matrix, you will differentiate yourself from the crowd and convert clients into referral generating advocates.


WEBINAR INVITATION: Strategic Planning for 2021 – Dec 3rd at 2:10pm ET
Join Duncan for this actionable webinar, as he discusses the steps to take with your team to make a strategic plan an integral part of your business and an invaluable reference point that won’t be filed away and forgotten. Click here for complimentary registration 

Can't make it? Don't worry, register anyway and we will give you access to the recording.

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