Duncan in Atlanta
2020-01-21 • 20 second read
In Atlanta along with Dan Magnetta, CIMA®, Steve Ritter, Craig Koproski, Jace James and Michael Darr at First Trust presenting to a great group of fee for service professionals.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
