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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Webinar: Switching Financial Advisor Firms
2024-04-09 • 20 second read

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.

In This Webinar You'll Learn: 

  • Financial Advisor Firm Selection: Identify the perfect fit for your career goals & client needs.
  • Client Communication Strategies: Effectively communicate your move & maintain client trust.
  • Thriving in Your New Environment: Integrate into your new firm & build a successful practice. 

Benefits of Attending: 

  • Expert Guidance from Duncan MacPherson: Gain valuable insights from an industry thought-leader. 
  • Proven Strategies for a Smooth Transition: Ensure a positive experience for you and your clients. 
  • Maximize Success in Your New Firm: Build a thriving practice at your new destination. 

Don't miss this opportunity to gain the knowledge and tools necessary for a successful transition! 

 

Date: Tuesday, April 23, 2024

Time: 12pm to 1pm ET

Host: Duncan MacPherson

Register: www.paretosystems.com/webinars

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