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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Work ON yourself and ON your business
2022-08-10 • 20 second read

There is an art and science to working ON yourself and ON your business. We’ve experienced first-hand that you can learn a lot from reading a book. You can learn even more from writing one. The exercise of creating something is powerful. It forces you to dig deep and study a subject in a more meaningful way, and that knowledge can be retained. It takes you to an experiential reality rather than a theoretical one. Coaches are notoriously “often wrong but never in doubt”. By that we mean, they have confidence in their ideas and strategies that are both timely and timeless, and they can have immense persuasive impact, but they too can be lacking in customization and implementation longevity. Square peg, meet round hole. We spent the past several years playing at a high level - interacting with some of the most accomplished F4S professionals in existence - and extracted those observations, shaped it all into this book and expanded our relevance in the process.

This is an excerpt of the upcoming book The Blue Square Method by Duncan MacPherson and Chris Jeppesen. Download Chapter 1 for free now at: TheBlueSquareMethod.com

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