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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
From Marketing to a Professional Process - From the Field #57
2018-08-07 • 5 minute video

Taking your process from vapor to paper is Duncan’s topic in this episode of From the Field shot on beautiful Okanagan Lake. Sending high quality greeting cards, especially for Thanksgiving Day, can help professionalize the client experience while reinforcing your personal branding.

Our friends at Lavish Cards produce the highest quality cards that will allow you to own the mantle and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.