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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Understanding Team Dynamics
2019-09-12 • 5 minute video

Building a highly functioning team can be liberating for all members of your firm.

In this video Duncan discusses the importance of the CSA to the team dynamic and how forming a highly functional team, or refining and optimizing an existing team, can help take your business to another level.

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