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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PBS Network: The Azimont Group
2020-11-26 • 20 second read

At Pareto Systems we have established the BPS Network which is a community of like-minded advisors who have adopted best practices and have a mindset of stewardship over salesmanship. The Azimont Group out of Plano, TX is one of these high performing teams and they are growing! To learn more about the Azimont Group and the BPS Network visit: www.paretosystems.com/bps-network

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