Duncan in Wisconsin
2019-08-01 • 20 second read
After an excellent conference in St Louis with Eric Stoiber at First Trust Portfolios, I just wrapped another meeting in Lake Geneva, Wisconsin with Tom Knickerbocker.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
