Moving Beyond the Interlude
2019-12-03 • 4 min video
When goal setting, we tend to focus on what we aspire to, and look forward. In this episode, Duncan explains how looking back and mentoring others is an important foundation for moving forward.
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.
