Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd 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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Effective Online Video Meetings with Scott Hamilton - Part 2
2020-04-23 • 8 min video

Once again, today’s video is hosted by Pareto Business Consultant Scott Hamilton and discusses strategies for hosting effective online video meetings. Join Scott for part two of this two part series as he shares numerous ideas and concepts to make your video calls more memorable for the right reasons!

Also, be sure to visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates that will help you not only survive, but thrive during these turbulent times: https://paretoacademy.com/knowledge-bank-volatility.html

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