Duncan at Pebble Beach

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

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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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Duncan at Pebble Beach

2019-04-02 • 20 second read

At Pebble Beach for a Chairman's Club conference on a panel discussing growth with Matt Oechsli, MBA and John Cianciulli. We got to hear Justin Rose speak just before us talking about balance and incremental improvements.

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