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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Let’s Communicate-Triggering a Meaningful State of Mind
2020-04-28 • 5 min video

Join Pareto Business Consultant Marci Fried as she explains why using a structured approach to asking questions and listening, can shift your clients to a meaningful state of mind.

Also, be sure to visit the Pareto Systems Knowledge Bank to access numerous other videos, scripts and templates that will help you not only survive, but thrive during these turbulent times: https://paretoacademy.com/knowledge-bank-volatility.html

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