Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Summer Cards Add Energy
2019-05-30 • 3 min video

Combine your high tech with high touch to competitor-proof clients and provide consistent advocacy to generate quality referrals. In this video Duncan suggests sending high quality, summer greeting cards to add energy to your client relationships.

Visit our friends at LavishCards.com for the highest quality greeting cards that have lasting shelf life. Go to https://lavishcards.com or call them toll-free at 1.888.599.7599

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