Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Attracting the Right Clients
2023-01-23 • 2 minute video

"We should be looking at all those checkpoints, the bottlenecks, and how to actually leverage all of your marketing materials to just as effectively deter people that aren’t the right fit as it is to attract the right people." This is an excerpt from episode 34 of the ‘Always On with Duncan MacPherson’ podcast with guest Katie Braden.

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