The C Suite Makes you Scalable - From the Field #26

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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The C Suite Makes you Scalable - From the Field #26

2018-04-12 • (6 min 19 sec video)

Professionalize, standardize and monetize so you can become that Franchise Ready Advisor. Schedule a call my team to learn more: https://www.paretosystems.com/schedule-a-call.html

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