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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What is your Capacity?
2019-07-29 • 20 second read

There are people who need you and there are people who deserve you, and you can't spend time with people who need you at the expense of the people that deserve you.

Detach from the noise and head to the desert to focus on what matters at an upcoming Mastermind session hosted by Duncan MacPherson. Click here for dates and details: www.paretosystems.com/mastermind-total-client-engagement

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