Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Make Yourself Obsolete
2022-03-22 • 2 minute read

What would happen if you took a month off tomorrow; would your business run like a Swiss watch, or would there be chaos?

One advisor summed up the responses of many professionals quite well: “The only thing scarier than me taking a month off would be if my assistant took a month off. I don’t really even know what she does fully…”

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