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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Growing Up Market & Growing Down
2023-03-20 • 2 minute read

"We’ve made the decision to grow down, to grow down our client count, so that we could elevate the client experience."

This is an excerpt from episode 37 of the ’Always On with Duncan MacPherson’ podcast with guest Terry Gronbeck-Jones.

Click to watch on YouTube: https://youtu.be/3TcCfXuz_08

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