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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Attract Business Owners - Blues Square Video Series
1970-01-01 • 6 minute video

In this episode of the Blue Square Video Series Duncan discusses how to consistently attract self-made first-generation business owners.

Visit the Pareto Systems Knowledge Bank to access videos, scripts and templates that will help you manage intergenerational wealth: https://paretoacademy.com/knowledge-bank-volatility.html

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