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 Los Angeles
2019-11-06 • 20 second read

In Los Angeles with Dan Murphy at First Trust discussing proven strategies outlined in The Advisor Playbook as well the mindset and best practices of top fee-for-service professionals outlined in The Blue Square Method - landing in Q1!

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