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.
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Engineering a Culture of Engagement and Empowerment with Duncan MacPherson
2021-02-09 • 4 min video

Creating advocates with your existing clients is critical to your organic growth strategy. Join Duncan as he discusses a process to reframe your existing client relationships, fast-tracking advocacy, while giving your clients the tools to communicate your value to friends and family members.

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