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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Who is the Franchise Ready Advisor? with Duncan MacPherson
2021-02-16 • 4 min video

The teams we work with are typically in one of these three groups: coasting, cresting and climbing. The franchise-ready advisor is a member of the third group who has mastered organic growth and positioned their enterprise for scalable growth through acquisition.
 

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