Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
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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Do Ads Drive Referrals?
2023-02-08 • 20 second read

Do the ads drive referrals, or do they make people wonder why you still have to do advertising? Do the ads increase the awareness of professional scarcity and contrast, or do they undermine them?

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

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