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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WEBINAR INVITATION: Add HIGH TOUCH to Your HIGH-TECH Client Experience
1970-01-01 • 20 second read

Thursday, April 29th at 12:00 PM or 4:00PM EDT 

Complimentary registration link:  https://register.gotowebinar.com/rt/6152045048541382412

Master the lost art of sending impactful greeting cards by joining Duncan MacPherson of Pareto Systems along with Cathi and Glen Durrell of Lavish Cards as they discuss:
• Why high-quality greeting cards have more impact on client relationships now than ever before.
• How to adopt and deploy best practices and proven strategies that amplify loyalty and advocacy.
• Ensure that you always "own the mantle" whenever you send a card to a client paying tribute to an life-event, milestone or holiday.
Top teams are seizing the moment to up their game when it comes to client engagement. You too can learn how to take the abstract, commoditized, transactional and volatile nature of this business and make your value more conceptual and indispensable with simple and easy to use strategies.

Q&A - Be sure to ask a question when you register for the Q&A portion of the webinar.

Complimentary registration link: https://register.gotowebinar.com/rt/6152045048541382412

Can't make it, don't worry register anyway and we give you access to the recording.

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