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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You are at Your Highest Level of Referability RIGHT NOW!
2022-10-10 • 20 second read

In this excerpt from one of Duncan’s recent Virtual Events/Podcasts, he discusses how the current volatility can actually serve you and not hurt you.

Click to watch on YouTube: https://youtu.be/5USDdsVU5nE

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