UPCOMING WEBINAR: Leaders: Guiding Advisors through the Complexity of Growth

Building on years of working with advisory teams and complex enterprises, Duncan MacPherson takes leaders deeper into what it truly means to guide advisors through an increasingly demanding environment. This session moves beyond surface-level leadership concepts into practical, real-world application, helping leaders bring structure, clarity, and consistency as they prepare their organization for 2026.

Participants will learn how to:

• Strengthen Strategic Leadership - Understand the strategic, tactical, and cultural pillars that drive consistent advisor performance.
• Optimize Advisor Support - Navigate teaming structures, capacity decisions, and succession planning with clarity.
• Enhance Enterprise Value - Apply leadership discipline that compounds over time and strengthens organizational resilience.
• Lead With Intention - Shift from reactive management to a proactive, purpose-driven leadership approach that elevates advisors and supports long-term growth.

This session is designed for complex managers and senior leaders who want more than guidance, they want a roadmap. You will gain a clear framework for leading with intention, creating alignment, and positioning your advisors and organization for a stronger and more focused 2026.

Wednesday, December 17th - 4:00 PM ET | 1:00 PM PT

Register: https://www.paretosystems.com/webinars/Leaders-Guiding-Advisors-through-the-Complexity-of-Growth-2039136024626883413

Can't make it, but don't want to miss out? Don't worry, register now, and we will give you access to the recording following the broadcast.