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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Rule of Three - 5 Minute Fix by Duncan MacPherson
2018-08-23 • 5 min

Anything you do more than three times (or which has three or more steps in the process) should be recorded and defined. In this episode of the 5 Minute Fix, Duncan explains how making your process proprietary - taking it from vapor to paper - builds value in your business.

Add value to your business, schedule a complimentary Pareto Systems Intro call and take your first step to the next level: https://www.paretosystems.com/schedule-a-call.html
 

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