Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Paying Tribute to your Client Relationship
2021-05-13 • 3 min video

Join Duncan MacPherson and Cathi Durrell of Lavish Cards as they explore the complex ways a simple card can increase advocacy, combat loyalty fatigue and contrast your value and process with competitors.

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