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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Women in Leadership - Transitions and Differences
2021-03-30 • 24 min video

Missed last week’s “The Women Are Here!” Virtual Summit? Here is the recording of Pareto Systems Business Consultant Sherri Palles’ presentation “Women in Leadership – Transitions and Differences” which features an interview of a great client of hers, Marcia Anton of Anton Financial. 

 

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