Duncan in New Orleans
2019-03-21 • 20 second read
Speaking at a conference in historic New Orleans along with Tracy Giffen, Matt Graham, Ben Buisson and Matt Johnson with First Trust Portfolios - Canadians always love coming to the land of Cajun!
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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.
