Ready for the Renaissance

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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#Video

Ready for the Renaissance

2021-03-02 • 8 min video

Are you ready for a Renaissance? In this video Duncan MacPherson discusses the major opportunity we have right now for up-market growth for those professionals not misled with complacency or struggling under capacity limits.

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