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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Welcome Back to the Future - Reconnecting with Clients, Pt 1
2021-07-20 • 9 min video

Join Duncan as he discusses strategies to reconnect with your clients after this lengthy disruption in terms of interaction with your long-term clients. He goes on to provide ideas to avoiding loyalty fatigue and cracking the code in terms of strengthening relationships, competitor-proofing, capturing money in motion and converting clients into advocates.

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