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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Exit Planning Strategies
2023-05-09 • 1 minute video

“A change imposed is a change opposed.” - Spencer Johnson

If you wish to exit your business in 10 years or less, it might be the right time to start involving your team in planning the transition!

If your employees know what to expect, they are likely to be more supportive and remain in the business after your exit.

Play this short clip from the Always On podcast to learn more about the importance of involving your employees in the exit planning process. Stream the entire episode, or download and save it for later, by clicking here

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