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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Webinar Invitation: Maximize Team Efficiency
2021-06-14 • 20 second read

Join Pareto certified coaches Sherri Palle and Terry Gronbeck-Jones in this fast-paced coaching webinar pulled directly from our "Building Exceptional Teams" program.

Click for free registration

Can't make it, don't worry register anyway and we give you access to the recording.

Pareto Systems
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