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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Three Great Questions - From the Field #48 (5 min video)
2018-06-28 • 5 minute video

In this episode, Duncan discusses professionalizing and standardizing the goal setting exercise to make it panoramic and memorable by asking three simple, yet profound questions in your client meetings.

If you’d like to learn more about Pareto Systems strategies and how they can have a measurable impact on your practice, schedule a complimentary 20 minute call with one of our Consulting Coordinators: www.paretosystems.com/schedule-a-call

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