4 Steps to Building
Your Dream Team
Includes Q&A
Tuesday, May 21st at 12 pm ET
Join Duncan MacPherson for an insightful webinar on the dynamics of forming and developing high-performance teams. Based on the acclaimed Tuckman's Model, this session will explore the essential stages of team development: Forming, Storming, Norming, and Performing.
Coaching Financial Advisors for over 25 years1.866.593.8020
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Financial Advisor Transitions
2024-05-13 • 4 min video

Thinking of transitioning your financial advisor practice? Navigate the exciting, yet challenging, process of moving firms. This video explores the key considerations for successful advisor transitions like building a strategic plan and communicating a move with clients. 

We also present specific client-facing scripting you can use to help position your move as a benefit to your clients.

If you like this video , check out my YouTube Channel "Duncan MacPherson", and Subscribe for videos like this and much more. My channel is dedicated to helping you improve client relationships, create a steady stream of quality referrals, and optimize your business strategies. Don't miss out on valuable insights to take your practice to the next level! (We add more videos on YouTube then LinkedIn ) YouTube Link: https://www.youtube.com/c/ParetoSystems

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