Smooth Move:
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.
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Understanding Team Dynamics with Elaine Christakos
2020-06-23 • 29:25

In this session, Elaine discusses four strategies that your CSA can implement immediately to enhance your clients' experience. She also be discusses Team dynamics and communication and specifically how you can use DISC and Motivation assessments to understand your team, enhance communication within your team, and build your team successfully.

This presentation is pulled from the Pareto Systems Practice Management eSummit held on May 28, 2020

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