Collaboration with fellow professionals.

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.

Watch On Demand

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Collaboration with fellow professionals.

2022-05-27 • 20 sec

One of the best ways to enhance your value proposition is by collaborating with fellow professionals.

Learn how you can make estate planning for clients highly process-driven and collaborative in this new episode of Always On with Duncan MacPherson by clicking the link below:

Always On with Duncan MacPherson

#AlwaysOnWithDuncanMacPherson #Podcast #clientservice #estateplanning #referrals #businessdevelopment #practicemanagement #wealthmanagers #financialadvisors #advisors

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