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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Simplicity: Rightsize Your Technology
2023-12-01 • 1 min video

Let’s be candid, virtually all CRM solutions are far too complex. Feature creep is a tech term that speaks to how developers keep adding layers of functionality to a solution that don’t really address real world needs and instead bog the user down. Technology is supposed to serve your life, not the other way around.

Learn more at www.toolkitcrm.com

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