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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Be Found and Be Forwarded
2021-08-10 • 1 min video

The real reason video is effective is that you can be found – and you can be forwarded. Video is a bridge that makes you easy to introduce to friends and family.

This video is an excerpt of the “Video Skills Will Carry You Far” video available now on YouTube. To watch the entire video click here: https://youtu.be/QGs-zjgvl8E

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