The First Question in Client Goal Setting
2021-09-22 • 1 min video
This video is an excerpt of the “The 7th Pillar: Formalize Goals Based Planning” video available now on YouTube. To watch the entire video click here: https://youtu.be/J7wCZBSRqxs
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.
