The Favorable Advisor - 5 Minute Fix

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

Tuesday, April 23^rd 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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#Video

The Favorable Advisor - 5 Minute Fix

2018-07-03 • 5 minute video

We are pulling from our archive today with the 5 Minute Fix! If you want to learn how to get 15 great referrals in the next twelve months, check out our Total Client Engagement Process: www.paretosystems.com/total-client-engagement

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