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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Consistency and Mid-Course Corrections
2022-04-01 • 20 second read

Clarity is one of the most important results of having a plan and a process. It allows you to tune out noise and distractions and focus on proven strategies that generate results. A good plan serves as a reminder of what matters as the year unfolds to ensure that you don’t drift off track. Ultimately it’s about a solid trajectory and mid-course corrections made early.

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