Make it About Them - Not About You - From the Field #37
2018-05-23 • 4 min 26 sec video
Position your value to increase your refer-ability. Schedule a Pareto Systems Intro call to learn more: www.paretosystems.com/schedule-a-call
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
