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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Upping Your Influence with Elaine Christakos and Jackie Wilke
2021-04-01 • 17 min video

In this video, an excerpt from The Women Are Here! eSummit that was broadcasted on March 24th, 2021, Elaine discusses how to up your influence with Jackie Wilke of First Trust Portfolios. 

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