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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Professionalize Your Empathy
2022-12-19 • 2 minute video

In this excerpt from episode 24 of the ‘Always On with Duncan MacPherson’ podcast, guest Chris Jeppesen and Duncan discuss the impact of professionalizing your empathy with clients through goals-based planning.

Click here to watch on YouTube

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