A Two-Way Street for Strategic Partners

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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A Two-Way Street for Strategic Partners - From the Field #33

2018-05-08 • 2 min 50 second video

Want to build a network of professionals who will introduce you to quality potential clients? Learn more about Two-Way Street: www.paretosystems.com/two-way-street

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