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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How will I accomplish my goals?
2021-01-21 • 4 min video

Goal setting and developing a plan to achieve those goals can sometimes be a daunting task. Join Duncan as he provides insights on how to accomplish both tasks effectively so you’re not asking yourself "how will I accomplish my goals?"

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