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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Proteges: Play to Your Strengths
2019-08-22 • 5 minute video

I often talk to teams that are bringing on a younger advisor, to fill a role and increase productivity. More often than not, these protégés are very talented, but mentors often leave them to their own devices to figure out their own process and role. In this short video I highlight how you, as a team leader, can play to your strengths as well as your protégé’s, to chart their path to success and make them an indispensable member of the team.

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