Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Featured Presentation from last week's Foresight From 2020 Virtual e-Summit: "Marketing to a Niche or Target Market"
2020-10-02 • 20 second read

with Scott Hamilton, Certified Pareto Business Advisor and Speaker – Scott is a long-time professional consultant and business advisor as well as the builder of a successful estate and tax practice and a nationally known Wealth Strategies firm. He now devotes much of his professional time to a select group of financial Advisors. His coaching clients now range from smaller boutique practices to a large multi-advisor RIA firm with over $2 Billion in assets under management.

Click here to view Scott’s presentation

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