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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Set Yourself Apart
2022-09-15 • 20 second read

Being financially competent is not enough to acquire a business.

If you want to set yourself apart from other buyers, listen to what the seller wants and understand their objectives.

With your interests aligned, your chances of securing the deal drastically increase! In this episode, Katie Bruner and I discuss the key factors (both financial and non-financial) that affect your ability to secure M&A deals. Stream it (or download it for later) by clicking here: https://bit.ly/AODM_ep27

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