Establish A Referral Network - The Seventh Pillar Part 3
2021-09-27 • 6 min video
I’d like you to consider formalizing how you engage other professionals into your process, rather than simply referring clients out to a different professional.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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.
