Why Did You Lose That Client? - From the Field #45

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

Tuesday, April 23^rd 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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Why Did You Lose That Client? - From the Field #45

2018-06-19 • 5 minute video

Have you had a client leave unexpectedly? Find out why. Learn more about our Business Evaluation Process where we identify gaps in your current approach to obtain clarity for the road ahead: www.paretosystems.com/business-evaluation-process

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