Attracting High Net Worth Clients
2019-10-10 • 2 minute video
Do you chase clients or attract them? In this video Duncan recommends increasing your entrepreneurial and consultative skills to help attract a steady stream of high net worth clients.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
