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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Messaging that Hits the Mark - Video and Your Branding Strategy #4
2019-09-03 • 5 minute video

In this video, Duncan discusses how you can create professional contrast in the market place so you can:

  • Find Good Prospects
  • Create Advocacy
  • Engage Strategic Partners

Use video to promote your brand and take your business to the next level! In this 4 part series I’ve teamed up with the fine folks at IdeaDecanter.com to showcase the power and impact of video can have on your business.

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