Duncan in Dallas, TX
2019-10-15 • 20 second read
In Dallas along with Ryan Borer, at Fusion, Morgan Palmer at First Trust and Jake Marxen, at Partners Advantage Insurance Services, LLC launching our Total Client Engagement enterprise solution!
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
