Duncan in Minneapolis
2019-09-10 • 20 second read
Having a great day in The Twin Cities with Dan Lavin and Rich Jacquemart with First Trust along with Mark Gherity at the Advisor Growth Forum.
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.
