Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Always On Podcast with Duncan MacPherson
2021-11-09 • 20 second read

Episode 3: Why You Should Be Podcasting With Matt Halloran

In this episode, Duncan MacPherson is joined by Matt Halloran of ProudMouth about the merits of podcasting and why financial service professionals should consider adding it to their marketing and branding efforts.

Listen NOW:
On Apple/iTunes  
On Spotify  
On iHeart Radio

 

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