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.
Coaching Financial Advisors for over 25 years1.866.593.8020
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Jason Westover

Jason Westover has spent over 20 years in the financial services industry, proudly serving advisors, sales teams, and wholesalers. During that span, Jason has been part of some of the industry's more prominent companies as a featured speaker and educator for his wholesale partners and thousands of financial advisors and wealth managers. His natural ability to be inquisitive, uncover areas of opportunity, and seek unique solutions has served his clients and their teams well throughout his career

As a self-proclaimed "generosity guru," Jason values the ability to seek understanding of those he works closely with and generously gives his time and resources to bring value to any relationship. His introduction to Pareto Systems nearly a decade ago firmly established his beliefs in helping others create their dream outcomes through stewardship and service

More About Jason Westover

Jason lives with his wife and three children near Kansas City. In his free time, he enjoys spending time with his family, cooking for others (including competition BBQ), and training and competing in Brazilia Jiu-Jitsu.

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