Duncan in Century City
2020-01-22 • 20 second read
In Century City with Mark Seume, Jeffrey Krogh and Craig Pierce with First Trust presenting on scalable growth and enterprise value to an elite group of fee for service professionals.
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.
