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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Setting Yourself Apart from Your Competitors
2022-07-18 • 2 minute read

In this excerpt from episode 23 of the ‘Always On with Duncan MacPherson’ podcast my guest Cathi Durrell and I discuss the critical life events that happen in clients lives and what professionals can be doing to celebrate and pay respects to those moments.

Click here to watch on YouTube

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