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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Create your exit plan now
2022-06-10 • 20 sec

Until today, you might have thought of multiple reasons to NOT create your exit plan now.

Well, here’s one solid reason why you should start planning your business exit as early as possible!

Stream the full episode of Always On with Duncan MacPherson where business transition expert Denise Logan shares her best advice to overcome the biggest barriers to selling a business by clicking the link below:

Click Here

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