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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It's not about wins and losses but about how you play
2022-12-14 • 20 second read

In business and in life, it’s not about wins and losses but about how you play - and if and when you’ll stop learning and growing. Getting set in our ways is understandable, especially later in life. Coasting is easier, so it’s impressive seeing someone on the back-nine of life still committed to health and wellness, attending yoga sessions and gym classes. It’s impressive to see a retired person register for, and crush it, in a blockchain and cryptocurrency Masterclass. It’s equally sad to see someone counting the days until they can get away from the ball and chain called “work” because it’s never been their calling or passion.

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