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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
The Mastermind Principle - From the Field #27
2018-04-17 • 3 min 10 second video

Join me and a small group of very successful Advisors as we dive deeply into issues facing Financial Professionals today. These sessions are not a pep talk or group hug. They are not a lecturing data dump, but rather a productive, actionable conversation with a clear path for implementation.

Mastermind details: www.paretosystems.com/mastermind

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.