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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The 30 Minute Dilemma Ep 140
2022-06-27 • 20 second read

Investments can compound, disciplines compound, energy can compound and neglect can compound. Be mindful of the incrementalism, the force multiplier, that comes from your habits and rituals and where you invest your time and energy.

Click here to watch on YouTube

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