Opening the Door to Advocacy

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

Tuesday, April 23^rd at 12 pm ET

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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#Video

Opening the Door to Advocacy

2021-09-02 • 2 min

Opening the Door to Advocacy This video is an excerpt of the “Still the Best Q4 Campaign” video available now on YouTube. To watch the entire video click here: https://youtu.be/fURvzMlOJlY

#practicemanagement #businessdevelopment #thenextlevel #branding

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