Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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Project Strength and Calm
2022-11-11 • 20 second read

As practice management guru Kevin Bishopp likes to say, you project strength and calm when you aren’t ruled by the tyranny of the urgent. People pick up on that energy. They are more compelled to share your value with others because it is so much more impressive than that of the common pack. People feel a sense of accomplishment when they join your community because it’s not something they were talked into, it was something they aspired to.

Download Chapter 1 of my new book The Blue Square Method for free now at: thebluesquaremethod.com

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