Duncan MacPherson in St. Louis
2019-02-07 • 20 second read
In St. Louis with Tim Trudo, Joel Donnelly and Christopher Struck of First Trust Portfolios presenting to an elite group of fee for service professionals at an Echo meeting.
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.
