Smooth Move:
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.
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Duncan in Houston
2019-11-20 • 20 second read

At The Woodlands outside of Houston along with Melissa Taylor, Jared Todd and Michael Sloboda at First Trust presenting on our Total Client Engagement process for a great group of fee-for-service professionals.

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