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.

In This Webinar You'll Learn: 

• Financial Advisor Firm Selection: Identify the perfect fit for your career goals & client needs.
• Client Communication Strategies: Effectively communicate your move & maintain client trust.
• Thriving in Your New Environment: Integrate into your new firm & build a successful practice. 

Benefits of Attending: 

• Expert Guidance from Duncan MacPherson: Gain valuable insights from an industry thought-leader. 
• Proven Strategies for a Smooth Transition: Ensure a positive experience for you and your clients. 
• Maximize Success in Your New Firm: Build a thriving practice at your new destination. 

Don't miss this opportunity to gain the knowledge and tools necessary for a successful transition! 

Date: Tuesday, April 23, 2024

Time: 12pm to 1pm ET

Host: Duncan MacPherson

Register: www.paretosystems.com/webinars