How to Unlock Scalable Growth - Blue Square Video Series
2020-02-20 • 5 min video
Is your business growth stuck on a plateau? In this episode Duncan discusses becoming franchise ready, and shifting to a scalable growth model.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
