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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Webinar Invitation: Building a Business Setup for Acquisition
2022-01-27 • 1 min read

Have you considered your exit strategy? If you are considering selling your business within the next 5 years, or the next 30 years, this webinar is for you.

On Thursday, Feb 10, 2022 at 12:00 PM - EST join Duncan MacPherson, co-author of the Advisor Playbook, and Ted Jenkin, serial entrepreneur and CEO of oXYGen Financial as they discuss what business owners can be doing now to maximize their eventual exit.

This webinar will include a live Q&A with Duncan and Ted. You can ask your questions live, or enter one when you register.

Click here for complimentary registration: ParetoSystems.com/webinars

 

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.