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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Charting Your Succession
2021-12-14 • 20 second read

Consider demographic forces. How many people in your sector are five years or less from an exit and have no continuity or succession plan? How many businesses are looking for options as unexpected market forces come into play? This week’s article discusses the importance of incorporating succession planning into your process and the benefits it can have on both you and your clients....

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