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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How Millennial's Can Break Free of Commoditisation - The Gerard Bissett Podcast
2020-04-09 • 38:30 Listen

This weeks guest is Duncan MacPherson, as CEO of Pareto Systems, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the knowledge-for-profit sector.

Listen on Soundcloud: https://soundcloud.com/gerard-bissett/how-millennials-can-break-free-of-commoditisation-the-gerard-bissett-podcast

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