Duncan in Denver
2023-05-18 • 20 second read
What a crew!
In Denver with Ryan Edwards, Jake Rigert, Mark Friend and Michael Leyden all with First Trust discussing The Blue Square Method with a high caliber group of Financial 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.
