Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Building Value in Your Business
2023-05-15 • 1 min video

"I remember showing up for the site visit, and they pulled out the paper calendar, a paper calendar! This was three years ago and they kept their client appointments on. And she said, I take this home on the weekend, so I know it’s coming up..."

This is an excerpt from episode 39 of the ‘Always On with Duncan MacPherson’ podcast with guest Sherri Palle, Certified Business Consultant at Pareto Systems.

Click here to watch on YouTube

 

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