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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Two-way Street - 5 Minute Fix by Duncan MacPherson
2018-08-21 • 5 minute video

In this episode of the 5 Minute Fix, Duncan explains how your conduct makes your process refer-able by other professional providers, and how your communication with clients and their professional providers builds trust and endorsements.

Looking for a continuous stream of endorsements? Learn how to create a predictable process to achieve consistent quality client acquisition with our Blue Square Method: www.paretosystems.com/blue-square

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