Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd 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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Your Evolving Message - Blues Square Video Series
2020-11-24 • 9 minute video

The path to self-actualization, and the best version of ourselves, requires adversity for what it makes of us.

In this episode of the Blue Square Video Series, Duncan suggests you have to start evolving your messaging because, as each day of this volatility goes by, you can't just say exactly the same thing.

Visit the Pareto Systems Knowledge Base for videos, scripts and templates to help you evolve your messaging: paretoacademy.com/knowledge-bank-volatility

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