Talk About Your Client Experience

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

Tuesday, April 23^rd 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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#Video

Talk About Your Client Experience

2022-05-23 • 4 minute video

In this brief excerpt from episode 19 of the ‘Always On with Duncan MacPherson’ podcast my guests Laura Garfield and Sharon Gottula discuss the importance incorporating your client experience into your video marketing strategy.

Click here to watch on LinkedIn

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