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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Social Not-Working - 5 Minute Fix
2018-11-15 • 5 minute video

Content marketing can be a bridge to deeper relationships with potential ideal clients – and social networking can be useful tool and complement to it. In this episode of the 5 Minute Fix, Duncan explains how to make the most of your marketing – making sure your time is invested in productivity – and how to focus on reinforcing your positioning as a consultant in all your communications.

Subscribe to the Pareto Systems YouTube channel for more great videos by Duncan and take your business to the next level: www.youtube.com/user/ParetoSystemsInc

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