Duncan in La Jolla
2019-08-15 • 20 second read
In La Jolla, CA with Mike McKeating, Tom Pearse and Tom Hacker with First Trust outlining our philosophy and process for Total Client Engagement to a great group of fee-for-service professionals.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
