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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A Value Proposition
2018-12-13 • 4 min

In this episode of the Blue Square Method Duncan is joined by co-author Chris Jeppesen as they discuss scripting to have your clients better understand the value you offer.

Webinar Invitation: The Advisor of the Future

Adapt and plan to thrive while others struggle to survive

Wednesday, January 16th, 2019 at 4:10 PM EST

In this session, Duncan and Chris will pass along actionable, proven strategies that will enable you to:

* Put more sand in your hour glass through effective time allocation efficiencies

* Refine your growth and profitability model

* Create intellectual property and elevate the client experience to drive enterprise value

Join Duncan and Chris for this informative Go-to-Webinar webcast. Click to register: https://attendee.gotowebinar.com/register/2776995132108639235

#branding #businessdevelopment #practicemanagement

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