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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Webinar Replay: Step-by-Step: Crafting Client Testimonial Videos that Resonate
2023-09-26 • 20 second read

The Art & Science of Effective Client Testimonial Videos

Don’t let the SEC’s new rule on client testimonials pass you by! It’s time to seize the opportunity to boost your marketing strategy with compelling video testimonials. Not only do these videos provide social proof, but they also illuminate the value you bring to your clients.

Hosted By: Duncan MacPherson, a thought leader in the financial industry. Co-Hosted By: Word Wrangler Laura Garfield, and Creativity Czar Sharon Gottula, co-founders of Idea Decanter a leading video production company in the advisory space.

Are you ready to convert more website visitors into potential clients?

Join us to:

  • Uncover a fail-proof system for crafting impactful testimonial videos
  • Navigate the compliance approval process with ease
  • Elevate your testimonials to unparalleled heights

Watch the replay here: paretosystems.com/webinars

 

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