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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Scott Hamilton

Scott Hamilton is a long-time professional consultant and business advisor as well as the builder of a successful estate and tax practice and a nationally known Wealth Strategies Firm.

He now devotes much of his professional time to a select group of financial Advisors. His coaching clients now range from smaller boutique practices to a large multi-advisor RIA firm with over $2 Billion in assets under management.

Scott Hamilton graduated from Western New England College with a B.A. in Political Science in 1979. He earned his law degree from Western New England School of Law, in 1982. He has been a Fellow of the Esperti-Peterson Institute Masters Program in Wealth Strategies Planning since 1998. He was admitted to practice in Massachusetts in 1983 and admitted to practice in the Federal District Court and the Federal Tax Court in the same year.

In 2017 Scott became certified in a coaching methodology based on the best-selling book by Michael Port, called Book Yourself Solid. Michael's books have been on the bestseller lists of the NY Times, Wall Street Journal, USA Today and Publisher's Weekly and have been selected by Amazon and 800-CEO-READ as "best books of the year."

Then Scott became certified with Pareto Systems. Pareto Systems, led by Duncan MacPherson, has been providing proven business processes to successful financial and wealth management firms for over 20 years. Scott is currently deploying the Pareto process with several of his most successful clients.


More About Scott Hamilton

Scott is married to Kim Hamilton (30+ years). Kim is a successful business owner in her own right. Together they have four children and two (soon to be three) grandchildren.

Scott spends much of his free time playing guitar and songwriting. He published a CD in 2017 called 61 and plays live around Chicago, including private donation-based house concerts to raise money for the local food banks.


Virtual presentations start at: $2,500 USD

In-person Speaking Fee starts at: $5,000 USD

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