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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WEBINAR RECORDING: How to Finish Strong in 2018!
2018-08-22 • 20 second read

How to Finish 2018 with Momentum and Position Yourself for a Tremendous 2019! Access the FREE recording here: https://attendee.gotowebinar.com/recording/6632599778328672259

Q4 is the perfect time to finish the year with a bang and then fast track success in the New Year. In advance of Q4, this session will highlight three key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2018, and for a great start to 2019.

Each of the strategies is easy to implement and translate into results quickly and predictably. In this fast-paced webinar, Duncan will walk you through a proven process that will ensure you can:

  • Competitor Proof Your Clients
  • Maximize Existing Relationships
  • Generate More Referrals

Click here for the accompanying pdf: https://lt303.infusionsoft.app/app/form/finish_strong_pdf

Pareto Systems
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