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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Brand Yourself to Business Owners
2019-08-30 • 20 sec

Brand yourself to Business Owners, Professionals, and Executives. Podcast available NOW at the Apple Store and Google Play. This Lightning in a Bottle audio is from a recent consultation I had with one our Blue Square Consulting clients. We talk about his branding and messaging as he moves up market working with business owners, professionals, and executives.

Apple Podcasts: https://itunes.apple.com/ca/podcast/duncan-macpherson-from-the-field/id1359813986?mt=2

Google Play: https://play.google.com/music/m/Invlkszkicyak7v4vgciyqtqzj4?t=Duncan_MacPherson_-_From_the_Field

#practicemanagement #businessdevelopment #branding

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