Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Mastering the Transition When Switching Financial Advisor Firms
Tuesday, April 23rd 2024 12:00 PM ET
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Broadcast:
Broadcast:Q&A
Can't make it, but don't want to miss out? Don't worry, register now, and we will give you access to the recording following the broadcast.
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.
In This Webinar You'll Learn:
- Financial Advisor Firm Selection: Identify the perfect fit for your career goals & client needs.
- Client Communication Strategies: Effectively communicate your move & maintain client trust.
- Thriving in Your New Environment: Integrate into your new firm & build a successful practice.
Benefits of Attending:
- Expert Guidance from Duncan MacPherson: Gain valuable insights from an industry thought-leader.
- Proven Strategies for a Smooth Transition: Ensure a positive experience for you and your clients.
- Maximize Success in Your New Firm: Build a thriving practice at your new destination.
Don't miss this opportunity to gain the knowledge and tools necessary for a successful transition!
Webinar Replays
