Building Out Your Strategic Partner Network
2021-09-29 • 2 min video
This video is an excerpt of the “Establish A Referral Network - The Seventh Pillar Part 3” video now available now on YouTube: https://youtu.be/ME8H0ozN1A4
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.
