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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Building Advocacy through Conversion and Convergence
2022-12-12 • 4 min video

Every investment of effort you make contributes to two words, conversion and convergence. This outtake is from the Blue Square Academy which is available with the purchase of the book The Blue Square Method.

Click here to watch on YouTube

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