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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Reset Your Perspective
2022-04-26 • 20 second read

The challenge nowadays, and particularly if you deconstruct the educational system and how we’re teaching young people, is that there is so much pressure put on them to be perfect at such an early age that there’s a paralysis of failure embodied within those younger generations.

I see it all the time. I am constantly contacted by parents with kids who they think have elite-level potential…

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