Smooth Move:
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.
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Elaine Christakos

Elaine Christakos is a senior level results-oriented professional and strategist with two decades of management and coaching experience in the financial services sector. She has designed and implemented successful and proven practice management and relationship management training programs.

As a new financial advisor 20 years ago, Elaine attended a seminar led by Duncan MacPherson. All concepts presented resonated. Excited by the new and innovative processes of success, and the new understanding of Pareto's loyalty ladder, she purchased the original Turn-Key Marketing Program from Duncan. This was a binder with a series of cassettes (yes, the highest of current technology - cassettes).

This program shaped her growth as a financial professional. As her firm and branch evolved, she was asked to take on management of the branch. She presented Pareto concepts to her advisors quickly grew from a marginal branch office, to a successful award-winning branch. She then began to teach the concepts to others in the firm, and soon was coaching and training all other branch managers and top advisors. From there, Elaine became an independent coach for elite advisors.

Elaine is thrilled to be representing the Pareto system as a Pareto Coach. The dynamics of the organization combined with the strength of our proven processes is a complete package that will guarantee meaningful and measurable progress for qualified advisors.


More About Elaine Christakos

Elaine is a lifetime learner currently focusing on communication strategies and behavioral understanding. Tony Robbins says, "The way we communicate with ourselves and others ultimately determines the quality of our lives." To help others achieve this quality in business and personal lives are goals that Elaine constantly strives for.

She enjoys all season outdoor activities, and sharing in every way possible with her beautiful and talented teenage daughter.


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