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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Duncan in Green Bay
2020-01-17 • 20 second read

At Lambeau Field in Green Bay along with Strider Elass, Daniel Radosevich, Daniel Blong and Will Click at First Trust for an Elite Advisor Client Event. As Vince Lombardi said, "The best in any field of endeavor are brilliant at the basics."

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