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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Eat the Rich?
2022-03-07 • 4 min video

Duncan’s favorite book of from the late P. J. O’Rourke (a legend in his mind) was called “Eat the Rich”. He loves that book for many reasons, but primarily because of P.J.’s open and forthright explanation around his evolution from being a liberal to a conservative and not so much from a political perspective, at least that’s not what really got him, it was P.J.’s economic mindset because he really started to understand and support the concepts of merit and productivity.

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