Cracking the Code with LinkedIn - Blue Square Method
2019-06-25 • 6 min video
Establishing a social media presence, particularly on LinkedIn, is an incredible way to attract new, high-caliber clients and solidify your brand with existing clients.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
