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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Facts tell, stories sell - 5 Minute Fix with Duncan MacPherson
2018-09-20 • 5 minute video

Convert clients into referral-generating advocates –– In this episode of the 5 Minute Fix, Duncan explains why you never have to ask for referrals again. By positioning your referral process as a service you are providing to your ideal clients, rather than as a favor you are asking of them.

We help our Blue Square Method clients create a referral process to ensure they receive a steady stream of quality referrals from their top clients. See if you are a fit for Blue Square: www.paretosystems.com/blue-square

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