A Canadian in football country!
2018-10-17 • 20 second read
Just wrapped a great Echo meet with Greg Wearsch and Joshua Crosley at First Trust in Columbus, Ohio. Just wondering where the Blue Jacket swag is...
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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.
