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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Professionalize Your Messaging
2019-11-19 • 5 minute video

Listen in on Duncan speaking with his team of consultants in this episode of Lightning in a Bottle.

Duncan talks to his team about what makes an advisor different and how that applies to their branding strategy.

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