Smooth Move:
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.
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Pareto’s E-Summit Speaker Line Up ANNOUNCED!
2020-05-25 • 20 sec

Pareto Systems' Practice Management E-Summit - May 28th - 10 am ET

See full speaker lineup: https://paretosystems.com/virtual-summit.html

Featured Presentation: COO Roundtable - A Collection of pro Tips that Work with Scott Hamilton

Scott Hamilton is a long-time professional consultant and business advisor as well as the builder of a successful estate and tax practice and a nationally known Wealth Strategies Firm.

He now devotes much of his professional time to a select group of financial Advisors. His coaching clients now range from smaller boutique practices to a large multi-advisor RIA firm with over $2 Billion in assets under management. Register Now: https://paretosystems.com/virtual-summit.html

#businessdevelopment #practicemanagement #virtualsummit #branding

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