Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
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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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The Quality of the Questions Asked
2022-11-07 • 2 minute video

In this excerpt from episode 31 of the ‘Always On with Duncan MacPherson’ podcast, guest Thane Stenner and Duncan discuss engaging with your clients in such a way that they feel energized by the experience and how a big part of that is the quality of the questions asked.

Click here to watch on YouTube

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