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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Maximize Your Client Relationships
2021-07-01 • 3 minute video

Sometimes less is more. With your clients, are you serving those who need you at the cost of those who deserve you? Keeping your focus on your top clients, and those who could be top clients, can be an upgrade both for your clients and yourself.

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