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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Are Significant Changes Too Hard Work?
2022-12-23 • 20 second read

When it comes to making significant changes to a practice, advisors might hesitate if it seems like a lot of “work.”

In this episode of Always On with Duncan MacPherson, performance coach Kevin Bishopp of First Trust shares how he eases advisors into the implementation of new business processes to elevate the client experience.

If you are not afraid to challenge the status quo and ready to enhance your business, stream the full episode by clicking here: paretosys.co/AODM_ep32

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