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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The Best Occasions to Send Client Greeting Cards
2022-07-25 • 4 min video

In this excerpt from episode 23 of the ‘Always On with Duncan MacPherson’ podcast my guest Cathi Durrell and I discuss some great opportunities to send client greeting cards, some of which you may not have thought of.

Click to watch video on YouTube

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