Smooth Move:
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.
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Always On With Duncan MacPherson - Episode 13
2022-03-03 • 20 second read

Built to be Sold with Ted Jenkin
 
When you build a house, you know, one day you might have to sell for a variety of reasons? What if your business followed the same format?
 
Just like adding a new deck to your backyard or investing in new technology to grow your business, every move you make contributes to the overall value when it comes time to sell.
 
In this episode, Duncan is joined by Ted Jenkin, CEO of oXYGen Financial. They talk about taking your business to the next level, so you can get the dollar amount you desire if and when you decide to sell.

Listen to this podcast by clicking here

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