Duncan in Palm Springs, CA
2019-06-20 • 20 second read
Let's get ready to rumble! At a Mastermind session at the Omni Rancho Las Palmas Resort in beautiful Palm Springs, CA. An amazing forum for peer sharing and capturing lightning in a bottle.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
