Duncan in Cleveland
2019-09-20 • 20 sec
In Cleveland presenting on our enterprise deployment on behalf of Jack Conroy with First Trust - it's incredible when an entire firm buys into a turnkey process to elevate the client experience!
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
