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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Remove the Mystery
2020-09-25 • 20 second read

Outline the introduction process; explain the why, the who and the how. Don’t leave your clients to their own devices to figure out how to make an introduction. This closes the gap between endorsement and introductions.

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