Lest we forget...
2018-11-12 • 20 sec read
Added this great image of Gordie to the wall of fame in the office. Love having him look over my shoulder especially with the poppy on his hat…. #lestweforget
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
