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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Be the Beacon, Be the Light
2020-05-13 • 20 second read

Now, more than ever, your clients need you to be the voice of reason. Call your clients, start with your ideal clients and work through the list and be the fountain, not the drain. Tell some stories. Lead with purpose. Getting out in front of their concerns will ultimately increase your referability.

Join Duncan MacPherson, the Pareto Team, and other leading industry experts in a full-day virtual practice management on May 28th, click here to register: https://paretosystems.com/virtual-summit.html

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