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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The Next 90 Days
2018-12-11 • 6 min video

An Actionable Approach to Achieving Total Client Engagement.

In this episode of the Blue Square Method Duncan is joined by co-author Chris Jeppesen as they discuss strategies to increase your referability over the next 90 days.

Pareto Systems
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