Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Moving Toward the Blue Square From the Field #49
2018-08-28 • 3 min video

In this episode of From the Field, Duncan MacPherson and Chris Jeppesen announce their upcoming book (the follow-up to The Advisor Playbook) entitled “The Blue Square Method”, live from Wall Street. The Blue Square Method focuses on fee-for-service professionals and practice management with a focus on improved work/life balance and self-actualization as you reach for the best version of yourself.

We apologize for the sound quality. We will be careful not to record on Wall Street again!

Are you looking to become the best version of yourself? Talk to us today about the Blue Square Method process: www.paretosystems.com/blue-square

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