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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#Video
What does a seller want?
2021-04-22 • 4 min video
What does a seller want? - The most attractive business you can buy is from an advisor who wants three things; liberation, legacy, and liquidity. Liberation means you're going to liberate them to go live their lives…
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