Yin, Yang, Zen and the Art of Balance
2020-01-28 • 5 min video
In this episode in the Blue Square Video series, Duncan discusses Zen and how appreciating what you have while you aspiring to what you want, helps you form the yin-yang balance.
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.
