Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
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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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You Can't Count Everything That Counts
2022-08-02 • 2 minute read

We’ve come to truly appreciate the spirit of McNamara’s Fallacy, though we may challenge the notion that if you can’t measure something, you can’t manage it, in some cases. In business, we can’t live solely by the metrics, especially as a fee-for-service professional. No matter how thinly you slice it, there are always two sides – in this case we mean the measurable and the meaningful…

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