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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The Indispensable Admin Team - From the Field #49
2018-07-10 • 4 min video

What would it look like if you took a month off tomorrow? Does your support team have the tools and processes in place to ensure nothing slips through the cracks?

Schedule a complimentary 20 minute call with one of our Consulting Coordinators to learn more: www.paretosystems.com/schedule-a-call

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