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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Ask for Advice - 5 Minute Fix by Duncan MacPherson
2018-08-30 • 5 minute video

The law of reciprocity states that giving often starts the receiving Process. In this episode of the 5 Minute Fix, Duncan explains why it is important to make your clients the voice you listen too.

Learn more about the law of reciprocity and how it can help drive referrals by attending Mastermind in Palm Springs with Duncan MacPherson. For dates and info click here: www.paretosystems.com/mastermind-total-client-engagement

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