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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Outstanding Branding
2019-11-07 • 5 minute video

Branding is incredibly powerful in terms of persuasive impact! In this episode, Duncan discusses positioning your value and creating professional contrast to help position referrals as a value-added service.

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