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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Mastery Comes From Investment of Effort
2021-08-24 • 1 min video

The common quality of the very best in any field of endeavor, whether it's an athlete, a performer or a fee-for-service professional is a relentless commitment to studying, practicing and refining their craft.

This video is an excerpt of the “Maximum Enterprise Value – Achieved by an Always On Mindset” video available now on YouTube. To watch the entire video click here: https://youtu.be/pem1S1Cbipk

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