Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd 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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What Pickleball Taught Me About Plateau Avoidance
2021-10-14 • 3 min video

For me, one of the silver linings (of the last 18 months) has been embracing the game of pickleball. To me, it’s a version of mini tennis, and giant ping pong but with a really fast learning curve. Its also a decent workout and a lot of fun. So how is this relevant in life and to you?

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