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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Volatility is Revealing - From the Field #50
2018-07-12 • 6 min audio

Have you insulated yourself from volatility in the market? Join me at Mastermind in Palm Springs, CA this fall where I will go into greater detail on this topic and much more. For dates and to reserve your seat, visit: www.paretosystems.com/mastermind

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