Speak STEWARDSHIP, not salesmanship

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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#Video

Speak STEWARDSHIP, not salesmanship

2021-09-28 • 1 min video

This video is an excerpt of the “Establish A Referral Network - The Seventh Pillar Part 3” video now available now on YouTube. To watch the entire video click here: https://youtu.be/ME8H0ozN1A4

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