Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
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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A Great Symbol for Continuity - From the Field #58
2018-08-09 • 5 minute video

In this episode of From the Field, Duncan discusses using symbols to re-inforce your value proposition. Our friends at Lavish Cards produce the highest quality cards that can symbolize your value and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com

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