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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95% of Your Value
2022-09-26 • 20 second read

In this excerpt from episode 28 of the ‘Always On with Duncan MacPherson’ podcast, guest Jeff Ambrose and Duncan discuss where the most successful advisors are spending the majority of their time when it comes to client interactions.

Click here to watch on YouTube

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