Selling Your Business: Transitions Don't Need To Be Ominous

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

Tuesday, April 23^rd 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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#Video

Selling Your Business: Transitions Don't Need To Be Ominous

2021-09-07 • 1 min video

This video is an excerpt of the “Telling Your Clients You've Sold Your Business” video available now on YouTube. To watch the entire video click here: https://youtu.be/paFMrotIzro

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