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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Our Philosophy about Legacy
2022-08-30 • 2 minute read

Our Philosophy about Legacy In the spirit of building something rather than selling something, one of the many things you are building is a legacy in real time. A legacy is something that people primarily look back on, but being mindful of it as you are developing one creates a special energy. One of the best quotes we’ve ever encountered on legacy is this, “Society grows great when old men plant trees in whose shade they know they will never sit.” That speaks to the gathering momentum that is generated by a vision and code-of-conduct that culminates in an admired legacy...

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