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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Knowledge and Wisdom
2018-05-21 • 5 sec

Knowledge is knowing a tomato is a fruit. Wisdom is not putting it in a fruit salad - Miles Kingston

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