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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Webinar REPLAY: Reignite Your Team
2022-03-28 • 20 second read

Reignite Your Team - The New Realities of Your Practice

Join Duncan MacPherson, co-author of the Advisor Playbook, and Elaine Christakos, Pareto Business Advisor, as they discuss the shift from employees to talent and how you can help enhance the quality of life of your entire team.

They dive into:

  • Reimagining your bench strength
  • Retention and rejuvenation of your team
  • Attracting the right talent
  • Essential motivators to be aware of

Clich here to access the recording and register for next webinar

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