A Collection of Pro Tips that Work with Scott Hamilton

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

Tuesday, April 23^rd 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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A Collection of Pro Tips that Work with Scott Hamilton

2020-07-02 • 36 minutes

In this session Scott reviews all of the things you need to know to run more effective virtual meetings of all kinds. Team meetings, client meetings, strategic partner meetings. Join this session loaded with pro-tips. Watch the replay of his presentation here: https://youtu.be/Nsn9ldKU1ak

This presentation is pulled from the Pareto Systems' Practice Management eSummit held on May 28, 2020:
https://youtu.be/Nsn9ldKU1ak

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