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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e-Mastermind with Duncan MacPherson
1970-01-01 • 2 minute read

Join Duncan MacPherson, co-author of The Advisor Playbook, and a small group of like-minded top professional advisors for this three hour fast-paced virtual event. Each e-Mastermind has 10 available seats, with Duncan as the host and moderator, you will get to hear what other top advisors are doing right now to come out of the current environment stronger than ever. This is not a pep talk, group hug or lecturing data dump, but rather a productive, actionable conversion with a clear path to implementation.

If you are an independent advisor, with a growing team behind you, and at least 10 plus years of industry experience - register today to see if you qualify.

The e-Mastermind process includes a 30-minute pre-mastermind consultation with Duncan ensuring you get the most out of your experience. Click here to learn more and/or register: paretosystems.com/e-mastermind

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