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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eSummit Invitation: The Women Are Here!
2021-03-05 • 2 min read

Wednesday March 24th at 2pm ET
Registration link: www.paretosystems.com/virtual-summit

The Women are Here! is an intelligent, innovative & caring alliance created to empower women in wealth and elevate their advisory practice, with the purpose of inspiring and energizing as many women as possible.

Join Senior Pareto Systems' Business Consultants, Sherri Palle, Marci Fried and Elaine Christakos for this fast-paced, value packed eSummit. Pareto Systems' CEO, Duncan MacPherson will be opening the summit. We want to maximize the value of what women have to contribute to their organizations, clients, team, family, neighbors, community, worthy causes, and by extension of that -- making the world a better place.

Together with vision and determination, we will empower financial independence for women everywhere.

https://www.paretosystems.com/virtual-summit.html

Pareto Systems
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