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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Foresight From 2020 e-Summit
2020-09-24 • 20 second read

Join Duncan MacPherson, the Pareto Team, and other leading industry experts in a full-day virtual practice management summit as they discuss the best in the industry are doing to finish strong in 2020 and position themselves for a breakthrough in 2021.

  • Learn what top professionals are doing right now
  • Create your strategic plan for 2021
  • Refine and optimize your business to create efficiency and capacity

Click to watch: paretosystems.com/virtual-summit

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