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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Expand Your Reach - A Process for Branch & Complex Managers to Increase Team Productivity
2021-04-05 • 20 sec

Thursday April 8th at 1:00 or 4:00 pm ET

Join Duncan MacPherson, founder of Pareto Systems, as he discusses three proven strategies that branch and complex managers can provide to their team right now.

Click here to register: https://register.gotowebinar.com/rt/3492231862156663564

Not a manager? Please share this with your management/leadership team and if they register we will send you a free copy of Duncan's best-selling book: The Advisor Playbook. To get your free copy, just email support@paretosystems.com letting us know who you shared this with.

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