Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Always On with Duncan MacPherson - Episode 21
2022-06-09 • 20 second read

Looking to Your Liquidity Event with Denise Logan

Every business owner will leave their business one day, voluntarily or involuntarily. It’s only a matter of WHEN, not IF.

So, it’s important to start planning for this inflection point well ahead of time — both technically and emotionally.

In this episode, I speak with Denise Logan, business transition expert, professional speaker, and best-selling author of The Seller’s Journey.

Denise explains how you can help clients overcome the emotional barriers to selling a business while simultaneously preparing for your own exit.

Stream this episode by clicking here

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