Your Exit Plan is When, Not If
2022-06-13 • 20 second read
In this excerpt from episode 21 of the ‘Always On with Duncan MacPherson’ podcast my guest Denise Logan and I discuss why a financial professional has to take their own exit plan seriously.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
