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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Avoiding Spray-and-Pray - 5 Minute Fix Video
2018-11-27 • 5 minute video

Reaching your ideal clients and your targeted market is much more important than reaching raw numbers and hoping.

In this episode of the 5 Minute Fix, Duncan explains how to stay focused and narrowcast like a specialist rather than broadcast like a generalist. To watch more great videos by Duncan subscribe to the Pareto Systems YouTube channel: www.youtube.com/ParetoSystemsInc

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.