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 Pt. 2 - 5 Minute Fix by Duncan MacPherson
2018-09-04 • 5 minute video

Consistent client acquisition is often driven as much through professional branding as it is by marketing. In this episode of the 5 Minute Fix, Duncan explains how a client perceives you and describes you has a profound impact on the quality and quantity of referrals you receive.

Learn more about professional branding and its impact on the quality and quantity of referrals you receive 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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