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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Is Failure a Better Teacher Than Success?
2021-05-27 • 6 min video

We all make mistakes, sometimes big, sometimes small, but it's what it reveals, how we respond that really separates the best from the rest. Join Duncan as he discusses how setbacks and adversity can help us improve, refine and optimize what we do.

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