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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The Coiled Spring Virtual Summit
1970-01-01 • 20 second read

The Coiled Spring Virtual Summit - May 28th, 2020 - 7 am PT/ 9 am CT/ 10 am ET.

Register now: https://paretosystems.com/virtual-summit.html

Join Duncan MacPherson, the Pareto Team, and other leading industry experts in a full-day virtual practice management summit as they discuss how you can emerge from this current environment prepared for the future - To convey leadership, strength and optimism and identify the silver linings as you manage through this disruption.

  • Learn what top professionals are doing right now
  • Achieve professional contrast
  • Go further up market

Click here for more info and to register: https://paretosystems.com/virtual-summit.html

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