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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Power Up Your Magnet to Attract Clients - From the Field #51
2018-07-17 • 6 min video

Are you where you said you be five years ago? Are you close to a work-optional life style? Learn more about how our Blue Square Method can help you get there: www.paretosystems.com/blue-square

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