Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Turbulent times are an opportunity to refine and optimize your overall approach to practice management and the client experience.
2021-07-12 • 20 second read

When things are in flux, changes and improvements are a natural and appreciated response; it shows a client that the professional is working on the business and has an eye on the future. Not all of these adjustments have to be dramatic, wholesale changes. Sometimes they're minor tweaks, just twisting the knobs a little bit to find the perfect combination.

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