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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Build Contrast and Advocacy
2021-08-10 • 1 min video

A prospective client who's watching your video for the first time is comparing and contrasting you to their current provider. It also sparks advocacy in your current clients. You've got clients who want to share you with the right people. Make it easy for them

This video is an excerpt of the “Video Skills Will Carry You Far” video available now on YouTube. To watch the entire video click here: https://youtu.be/QGs-zjgvl8E

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