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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Measure Your Progress with KPIs - Blue Square Video Series
2020-01-09 • 5 minute video

A discussion on the cause and effect dynamic of Key Performance Indicators and how you can use them to competitor-proof and provide exceptional service to your top clients.

Pareto Systems
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