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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Rejuvenate Your Clients
2022-10-07 • 20 second read

 Have you ever thought about what lingers in a client’s mind after talking with you?

Have you given them something experiential that will resonate with them – something that they might share with others too?

In the latest episode of ‘Always On with Duncan MacPherson’, you’ll discover ways to rejuvenate your clients, whether it’s on the phone or in-person. 

Tune in now (or download it for later!) by clicking here: https://bit.ly/AODM_ep29

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