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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New Podcast: "How to Make Your Brand Personable With Social Media"
2019-08-13 • 5 min audio

Listen as Pareto Systems CEO Duncan MacPherson and Ted Jenkin, CEO of Hyperchat Social provide valuable tips on “How to Make Your Brand Personable With Social Media.”

Click here for iTunes

Click here for Google Play

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