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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Leadership for What it Makes of Us
2020-12-17 • 20 second read

If you've got a team, if you've got clients, they're lead not pushed. Self-actualization is all about that best version of our self; not leadership for what gets us, but for what it makes of us.

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