Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Volatility and Refer-ability - 5 Minute Fix
2018-08-16 • 5 minute video

In this episode of the 5 Minute Fix, Duncan explains how your process and value become more, not less refer-able when your value doesn't depend on short-term results or productivity, but instead hinges on your client relationships.

If you’d like to learn more about Pareto Systems strategies and how they can help increase your referrals, schedule a complimentary 20 minute call with one of our friendly and knowledgeable Consulting Coordinators: www.paretosystems.com/schedule-a-call

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