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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Going Off Script with Sherri Palle and Elaine Christakos
2022-01-20 • 20 sec

The financial world is very male-dominated, often leaving female advisors feeling outnumbered and undervalued.

Sherri Palle and Elaine Christakos, long-time financial professionals, Pareto Systems’ Business Coaches, and financial women’s advocates know this first hand. In this episode, Duncan talks to Sherri and Elaine about their company, The Women are Here!, how they strive to help women in finance both in their personal and professional lives and reveal useful lifestyle advice to become the best version of yourself.

Join me and my guests by clicking the link below.

CLICK HERE

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