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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The Team Working from Home
2020-04-17 • 20 second read

During this period of intense volatility, your team went into this together, made it through together and are now starting to come out of it together. Show your clients a composite of your team working from home with smiles, optimism and purpose. Remind your clients that they belong to a community of very dedicated people committed to maintaining a consistent client experience and navigating through the storm with a process.

Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you navigate these turbulent times: https://paretoacademy.com/knowledge-bank-volatility.html

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