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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Duncan in Minneapolis
2018-11-02 • 20 second read

In Minneapolis with Daniel Radosevich, Rich Jacquemart and Dan Lavin at First Trust Portfolios along with an energetic group of hockey loving advisors. View on LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:6464145767413137408

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