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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Become Indispensable to the Family Enterprise
2019-03-21 • 60 min audio

Building Continuity and Succession in Your Branding Strategy with Duncan MacPherson and Mitzi Perdue

Listen to Duncan, author of “The Advisor Playbook” and Mitzi Perdue, author of “How to Make Your Family Business Last” on this Podcast as they discuss strategies to help Financial Advisors make themselves indispensable to their clients and their families.

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