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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The Power of Imprinting - 5 Minute Fix
2018-08-14 • 7 min video

The most valuable proprietary asset you have, and the rule of 52. Learn about how these factors, along with how the power of imprinting can impact your business in this short video we pulled from our archive.

If this video resonates with you, join me for one of my upcoming Mastermind sessions in Palm Springs, CA, or Kelowna, BC where I will dive deeper into this and much more: www.paretosystems.com/mastermind-total-client-engagement

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