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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Duncan in Portland, Oregon
2019-04-24 • 20 second read

In Portland presenting with Robert Carey for an Echo Meeting on behalf of Ben Johnson, CFA, Josh Weaver and Mark Friend with First Trust Portfolios. At El Gaucho Restaurant appreciating its terrific open kitchen!

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