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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Transitions Can Build Deeper Relationships - From the Field #53
2018-07-24 • 5 minute video

Re-position everything as being client-centered and then, once the dust settles, start to re-introduce yourself and elevate how your clients perceive and describe you. You'll competitor-proof your clients, gain their full empowerment and drive advocacy to take your business to the next level.

If our strategies resonate with you but you’re having issues with implementation, we can help! Schedule a complimentary Pareto Intro Call to learn more: www.paretosystems.com/schedule-a-call

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