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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Finding Liberation and Balance
2023-03-13 • 2 minute read

"The last three years have confirmed that there are some advisors that are on a collision course with obsolescence. They’re not viable, there’s too much minutia. The compliance obligations, they don’t have scale, and they themselves are looking to liberation and order."

This is an excerpt from episode 36 of the ‘Always On with Duncan MacPherson’ podcast with guest Peter Dobrich.

Here the link to the entire episode of the Always On podcast by clicking here: https://paretosys.co/AODM_ep36

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