Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
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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What Separates You from Other Advisors?
2022-10-31 • 2 minute video

In this excerpt from episode 30 of the ‘Always On with Duncan MacPherson’ podcast, guest Mike Cy and Duncan discuss how top advisors are separating themselves from the advisor down the street and continually elevating above and beyond client expectations.

Click here to watch on Youtube

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