Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Webinar Replay: From Advisor to CEO
2022-12-13 • 20 second read

What does the advisor of the future look like?

There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.

Learn how to:

  • Grow on your own terms
  • Drive enterprise value
  • De-risk your business
  • Build a scalable playbook

Watch the recording of this informative Go-to-Webinar webcast by clicking here:  www.paretosystems.com/webinars

 

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