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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Pareto’s E-Summit Speaker Line Up ANNOUNCED!
2020-05-25 • 20 sec

Pareto Systems' Practice Management E-Summit - May 28th - 10 am ET See full speaker lineup: https://paretosystems.com/virtual-summit.html

Featured Presentation: COO Roundtable - Every Family's Business - Understanding Next-Gen with Tom Deans

In this session, Duncan MacPherson interviews Tom Deans about the biggest unmet need advisors can address with first generation affluent business owners, professionals and executives.

Tom Deans is currently the President of Detente Financial Press, which specializes in offering advanced executive training for financial institutions, charities, as well as legal and accounting firms. His book Every Family's Business is an international bestseller that has sold more than a million copies in 100 countries to date and has been called one of the top ten books business owners should read by The New York Times. His latest book, Willing Wisdom, represents a return to his doctoral research conducted in the US, Canada, and the UK. Register Now: https://paretosystems.com/virtual-summit.html

#businessdevelopment #practicemanagement #virtualsummit #branding

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