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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2020-04-09 18:02:52 • 38:30 Listen

This weeks guest is Duncan MacPherson, as CEO of Pareto Systems, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the knowledge-for-profit sector.

Listen on Soundcloud: https://soundcloud.com/gerard-bissett/how-millennials-can-break-free-of-commoditisation-the-gerard-bissett-podcast

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2018-03-20 00:00:00 • 36 minute podcast

In what may be Top Advisor Marketing's most organic podcast to date, Matt is joined by President and CEO of Pareto Systems, Duncan MacPherson. In addition to his incredible business, Duncan is also the author of "The Advisor Playback" one of the most sought after books on the market when it comes to being a financial advisor. In this uniquely style podcast, Duncan is excited to bring our listeners a consultation and actionable process, rather than a lecture.

Click to listen/download podcast: http://topadvisormarketing.podbean.com/e/episode-62-duncan-mcphearson

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