Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Turn Endorsements into Introductions
2021-05-04 • 4 min video

Even if your clients want to refer you, if they don’t know how and why, they’ll spend their time endorsing you to people who you may never meet. Here’s how you turn those endorsements into introductions.

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