Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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The Torch - Blue Square Video Series
2020-12-22 • 4 min video

Invest your wisdom, philosophy and skillset into the next generation to achieve the purest form of benevolence. Join Duncan MacPherson as he discusses the concept of passing the torch and impact it has on the next generation, personally and professionally.
 

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