The Millionaire Next Door

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

Tuesday, April 23^rd 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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#Video

The Millionaire Next Door

2021-08-25 • 1 min video

Understanding the mindset of first-generation self-made affluence.

This video is an excerpt of the “Maximum Enterprise Value – Achieved by an Always On Mindset” video available now on YouTube. To watch the entire video click here: https://youtu.be/pem1S1Cbipk

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