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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The Pareto Systems BPS Network
2020-09-15 • 1 min video

The BPS Network is a community of like-minded advisors who have adopted best practices and have a mindset of stewardship over salesmanship. They are either looking to buy from, partner with, or sell to another advisor.

If you want to learn more and see if the BPS Network is the right fit for you visit: https://www.paretosystems.com/bps-network.html

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