Smooth Move:
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.
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Be the Sherpa
2020-03-25 • 20 second read

Your responsibility, as a Financial Advisor, is to not just to get your clients up, but to safely get them back down. In these turbulent times, your clients need you more than ever to be their voice of reason.

Check out the Pareto Systems Knowledge Bank to access videos, scripts and templates to help you be your clients’ voice of reason: https://paretoacademy.com/knowledge-bank-volatility.html

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