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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Respect Your Natural Capacity - Duncan's European Road Trip
2022-09-12 • 20 second read

Respect Your Natural Capacity - Duncan’s European Road Trip

Continuing his European Road Trip, Duncan is in Nuremberg, Germany where he discusses Little’s Law and your natural capacity.

Click here to watch on YouTube

Visit thebluesquaremethod.com to get your copy, or to download the Chapter 1 for free.

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