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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Duncan in Minnesota
2019-02-12 • 20 second read

In the land of (frozen) lakes with Dan Lavin at First Trust Portfolios and Stephen Kruchten at Bremmer Investment Services. Canadians feel at home in Minnesota especially because it is The State of Hockey.

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