Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Take it to Market: Find the Value
2023-02-06 • 20 second read

"If you’re really thinking about selling your practice, realize that there are probably a hundred buyers that are out there right now. I’m not talking about another financial advisor. I’m not talking about somebody in your town or in your city. I’m talking about real buyers..." This is an excerpt from episode 35 of the ‘Always On with Duncan MacPherson’ podcast with guest Ted Jenkin.

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