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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Get Your Succession Plan in Place!
2021-12-13 • 4 min video

"If you have no succession plan, your family will remember you, just not fondly..."

In this excerpt from the Always On with Duncan MacPherson podcast, Duncan and Tom Deans discuss the importance of having a succession plan in place and the impact it can have on your family.

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