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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How to Look Your Best in Virtual Meetings
2021-04-08 • 15 min

The wonderful women behind ID will be presented "How to Look Your Best in Virtual Meetings" at last month’s "The Women Are Here!" Virtual Summit. Watch the replay here!

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