Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Mergers and Acquisitions
2023-12-04 • 1 min video

Mergers and acquisitions are common ways to grow for advisors.

However, they usually come with the challenge of finding the “right fit.”

It can help to think about PSP (finding a philosophical, strategic, and practical fit).

Play this short clip to hear more about finding the right business partners!

Find the full episode here: paretosys.co/AODM_ep49

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