Smooth Move:
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.
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Duncan in Denver
2020-03-05 • 20 second read

Duncan in Denver with Chris Jeppesen, co-author The Advisor Playbook and Head of Practice Management at First Trust along with Jon DiGiovanni, Jake Rigert, and Jared Marcus, CFA presenting on the best practices for organic and scalable growth.

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