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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Understanding the Next Generation with Tom Deans
2020-06-25 • 29 minutes

In this session, Duncan MacPherson interviewed family business author and speaker Tom Deans about the biggest unmet need advisors can address with first generation affluent business owners, professionals and executives. Watch the replay of his presentation here: https://youtu.be/eX1NBNL-qg0

This presentation is pulled from the Pareto Systems' Practice Management eSummit held on May 28, 2020: https://youtu.be/eX1NBNL-qg0

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