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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Running THE ADVISOR PLAYBOOK Book Club
2021-04-27 • 2 minute read

Congratulations on taking the next step in personal and professional development. A book club is a great way to gain new perspectives, learn in an informal environment, and build a culture of continuous learning. To have Duncan MacPherson, co-author of The Advisor Playbook, join one of your book club meetings virtually register your book club. Once registered, you will be able to schedule a call with us and complete your free registration and continue to the next step in the process. Click here to learn more: www.paretosystems.com/book-club-TAP

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