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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Duncan in Philadelphia
2019-10-28 • 20 second read

In Philadelphia speaking to a great group of PGA golf professionals about converting clients to referral generating advocates as a value add-on behalf of Stephen Scanapicco and Charles Fahy with Morgan Stanley as well as Eric H. Daley at First Trust.

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