Duncan in Tennessee
2019-06-27 • 20 second read
In Nashville and Memphis along with Strider Elass, Michael Fink, Mike Hannold and Rob Jacobsen at First Trust Portfolios outlining a proven process to achieve conversion and convergence.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
