Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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People are Led, Not Pushed - From the Field #55
2018-07-31 • 4 min video

Are you looking to become the best version of yourself personally, professionally or both? This is what the Blue Square Method is all about. If you are interested in learning more about our process and working directly with me, click here: www.paretosystems.com/blue-square

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