WEBINAR REPLAY: The Main Thing

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.

Watch On Demand

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WEBINAR REPLAY: The Main Thing

2020-11-05 • 20 second read

Missed the webinar: "The Main Thing - The one adjustment top advisors are making to fuel growth with Steve Phillips & Duncan MacPherson"? Click here to watch the replay on Pareto Academy: www.paretoacademy.com/recorded-webinars

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