WEBINAR REPLAY: Leading a Team Forward with Duncan MacPherson

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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WEBINAR REPLAY: Leading a Team Forward with Duncan MacPherson

2021-02-22 • 20 second read

Missed last week’s webinar “Leading a Team Forward with Duncan MacPherson”? Watch the replay of it, and other recent Pareto Systems webinars, free on the Pareto Academy: https://www.paretoacademy.com/recorded-webinars.html

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