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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Robyne Zimmerman

Robyne Zimmerman is a Professional Business Consultant with Pareto Systems. Robyne has a very diverse background that includes experience as a Financial Advisor, District Manager at ADP and a top producing sales representative at South Florida Parenting Magazine, a nationally recognized parenting publication.

The foundation of Robyne's successes is her ability to not only secure new business, but to grow and nurture her client base. She has a keen sense of customer relationships, and how to maximize them into mutually beneficial growth opportunities.

Possessing an entrepreneurial approach to business, Robyne has been able to capitalize on both opportunities and challenges as she herself grew her businesses. Her excellent communication skills, one of her strongest assets, enables her to share her work experiences, helping her Pareto System Clients achieve their desired results.


More About Robyne Zimmerman

Robyne has been married to Michael for 30 years and has lived in her current South Florida home for over 22 years. Being only blocks from the beach Robyne jogs regularly on the beach, which is one of her passions. Together Robyne and Michael share a love for jogging, fishing, cooking, wine, and the company of friends and family. Jake, their only child, has just completed his Coast Guard certifications for his Marine Captain's license and is pursuing a career in the yachting industry.

Robyne also devotes time to charities to create a good balance of work, family, and giving back to the community. Her primary focus is Fund-raising for organizations that have a global emphasis on sports and education.


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