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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Let Setbacks Serve You, Not Hurt You
2019-12-10 • 6 minute video

Adversity or friction can serve you, not hurt you.

In this episode of the Blue Square Video Series, Duncan discusses how ‘moments of truth’ can become an opportunity to start anew and lead to, effectively, a re-onboarding of the client.

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