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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Listen to the Wind
2020-04-08 • 20 second read

Emerging from these turbulent times are a group of enlightened people who have viewed this as an opportunity to look inwards at themselves and their trajectory to determine the refinements needed to achieve self-actualization -- the best version of themselves -- the ultimate reason for being.

Access the Pareto Systems Knowledge Base for videos, scripts and templates to help achieve self-actualization: https://paretoacademy.com/knowledge-bank-volatility.html

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