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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Be Client-Centered and Client-Facing - From the Field #41
2018-06-05 • 2 min 30 sec video

In this episode, Duncan discusses classifying clients and using a client facing service matrix to ensure you’re not investing time with people who need you at the expense of the people that deserve you.

To learn more about Client Classification and the Service Matrix, visit www.ParetoSystems.com

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