Webinar Replay: Developing a Professional Referral Network
2022-05-05 • 20 second read
Missed this webinar? Watch the replay here: www.paretosystems.com/webinars
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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.
