Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Always On With Duncan MacPherson, EP 8 - Transitioning to a Multi-Family Office to Accelerate Your Growth
2021-12-23 • 20 second read

Always On with Duncan MacPherson Podcast - In this episode, I speak with Chris Jeppesen, chief of advisory practices, at First Trust. We talk about why multi-family offices (MFOs) are becoming increasingly relevant, and how this holistic wealth management approach helps advisors accelerate their growth (both personally and professionally).

Chris and I discuss:
● The ideal number of clients you should serve to elevate your client experience
● Three questions to help you determine if an MFO model is right for you
● What it means to build a “brand within a brand” — and how it benefits you
● The pursuit of self-actualization for today’s advisors
● And more

Listen to this podcast by clicking here: https://bit.ly/AlwaysOn_Ep8_MultiFamilyOffice

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