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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Branding Your Process - Fly on the Wall Series
2019-03-14 • 8 minute video

Have you ever been curious as to what goes on during a consultation, training session or in meetings at Pareto Systems? The Fly on the Wall series give you the opportunity to do just that, listen in to real meetings and consultations with Duncan MacPherson and our team. We hope you enjoy this call and being a FLY ON THE WALL.

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