Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Strategic Planning: Part 1
2021-01-26 • 8 min video

What do we stand for? What do we hope to accomplish this year? In this video, Duncan discusses the first step in his STRATEGIC Framework, your Strategic Summary, and by how with starting with the end in mind you can develop a plan that focuses on what matters the most.

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