Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd 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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Turning Virtual Techniques into Game Changing Asset Growth with Ted Jenkin
2020-06-18 • 30 minute video

Are virtual meetings the new norm that we will all face even after we get past solving the COVID-19 health crisis? Join us for this session to learn the tricks, tips, and techniques to getting new financial advice, wealth management, and insurance clients in a virtual world. In this session you'll learn:

  • How to reposition your brand coming out of COVID-19
  • How to build a 360 surround sound online
  • How to use LinkedIn to get more appointments 
  • And much, much more

This presentation is pulled from the Pareto Systems' Practice Management eSummit held on May 28, 2020

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.