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.
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Her Succession Plan Got Blown Up
2023-05-22 • 1 min video

“…adjusting and pivoting to the realities of today. And even the best laid plans don’t always come forth like we expect them to…”

This is an excerpt from episode 39 of the ‘Always On with Duncan MacPherson’ podcast with guest Sherri Palle, Certified Business Consultant at Pareto Systems.

Stream the entire newest episode, and find links to previous episodes, by clicking here: https://paretosys.co/AODM_ep39

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