Duncan in Las Vegas
2020-02-05 • 20 second read
In Las Vegas with Brad Shaffer and Daniella Sucato at First Trust presenting on The Advisor of the Future - the art and science of shifting from organic to scalable growth.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
