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 your business
2022-10-28 • 20 second read

Book a recurring meeting with yourself for an hour every day to work ON your business and yourself. Rather than just reacting to your schedule of appointments and tasks, and then using whatever is left over on “other things”, deliberately allocate a slot from, say, 3 to 4 pm every day to tune out the world and stop letting the business run you. Run the business. View this appointment with as much importance as any other meeting with a client and show this initiative off to the world.

This is an excerpt from ‘The Blue Square Method’. Download Chapter 1 for free here:: thebluesquaremethod.com

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