Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Should I Sell My Business?
2023-02-03 • 2 min audio

“Why should I sell my business today if I can double it over the next 10 years and sell it for a much higher price?”

This is a question many advisors ask themselves while contemplating the sale of their business.

Ted Jenkin, Serial Entrepreneur and CEO oXYGen Financial, suggests you think about “the velocity of money and stock in this short clip.

Stream the enitre episode of Always On by clicking here: https://paretosys.co/AODM_ep35

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