A Trillion is a Big Number
2022-09-01 • 4 min video
Continuing his European Road Trip, Duncan is in Basel, Switzerland where he discusses world currencies, inflation, and his newly released book, The Blue Square Method.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
