Gateway to Client Goals - From the Field #19
2018-03-20 • 4 min 52 sec
Symbolize your value through imagery. Our friends at Lavish have a great selection of Greeting Cards, Prints, Canvases and more: https://www.lavishcards.com/
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
