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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The Art Of Diplomacy - Duncan's European Road Trip
2022-08-29 • 5 min video

Kicking off his European Road Trip, Duncan is in The Hague where he discusses Tulip Mania, diplomacy, and his newly released book, The Blue Square Method. Visit thebluesquaremethod.com to get your copy, or to download Chapter 1 for free.

Click here to watch on YouTube

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