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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The Human Nature Component
2021-08-17 • 1 min video

Addressing clients’ core concerns – and communicating how your process serves them – has to be a component of every conversation. 

This video is an excerpt of the “The Main Thing - The One Adjustment Top Advisors are Making to Fuel Growth” video available now on YouTube. To watch the entire video click here: https://youtu.be/a44WAZQ-jlU

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