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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From Advisor to CEO - Bookend Client Service with Client Experience
2022-12-05 • 6 min video

Duncan is Toronto talking about the distinction between being an advisor and being a CEO, and what that means for your business. He shares what the most successful advisors are doing now to position themselves for incredible growth.

Click here to watch on YouTube

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