Smooth Move:
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.
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A Year-end Gift Idea
2018-12-04 • 4 min video

Give the gift they won’t throw away!

In this episode of the Blue Square Method, A Year-end Gift Idea, Duncan discusses client gifting and the importance of giving your client something that has impact and keeps imprinting your value.

For a beautiful inspirational calendar with iconic images to send to your favorite clients, we recommend our friends at Lavish Cards: www.LavishCards.com

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