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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The Coiled Spring Virtual Summit - Recordings
2020-06-29 • 20 second read

Missed last month's Pareto Systems' Practice Management E-Summit?

Watch the replay here: paretosystems.com/virtual-summit-recordings

7 Hours of content
10 Sessions
16 Speakers
100’s of Actionable Ideas

Join Duncan MacPherson, the Pareto Team, and other leading industry experts in a full-day virtual practice management summit as they discussed how you can emerge from this current environment prepared for the future - To convey leadership, strength and optimism and identify.

Watch the replay of each presentation here: paretosystems.com/virtual-summit-recordings

Pareto Systems
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