Virtual Practice Management for Client Engagement

Becoming the voice of reason during volatile times.

Join Duncan MacPherson, CEO of Pareto Systems, as he addresses virtual practice management during times of social distancing. This includes remembering purpose, sticking to the plan and trusting the process.

This on demand webinar encourages financial advisors to:

Position themselves as a consultant
Have clients focus on how much they are worth rather than what they cost
Competitor-proof their best clients
Create advocates that generate referrals
Gain full empowerment from their clients

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

First name*

Last name*

Work email address*

Telephone*

Country*

Company or Broker-Dealer Affiliation*

Job title*

Preferred method of contact?*

Email Phone

What are you interested in learning more about? Digital Marketing Print Marketing Seminar Marketing Practice Management Solutions

What would you like a Broadridge sales representative to contact you about?

Thank you.

Your request has been successfully submitted. A representative will contact you shortly.