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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Leadership is About Empowering a Team
2022-09-30 • 20 second read

Leadership is about empowering and liberating a team to see what it brings out in everyone. You may have heard of the fascinating (and hopefully true) phenomena that an alpha wolf will lead from behind. When moving, the front of the pack is apparently made up of the youngest, in the middle are the oldest – they determine the pace – and then trailing behind are the strongest of the group. There is no need for bravado or an obvious show of strength. Even if this is only the stuff of legend, it’s still something we should consider ourselves.

This is an excerpt from the newly released book The Blue Square Method that Duncan MacPherson wrote with co-author Chris Jeppesen. Download Chapter for free now at: thebluesquaremethod.com

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