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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Start Here: Strengthen your relationships
2022-03-28 • 20 second read

Legendary thought leader Steven Covey advised us to focus on first things first. A good friend of mine likes to say that the main thing is to always focus on the main thing. In both cases, the primary focal point has to be on that of your most valuable asset: Your client relationships.

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