You don't help people, You have a process that helps people
2019-01-31 • 2 min video
In this Blue Square Series video, Duncan discusses taking the abstract and transactional nature of your value and make it proprietary by re-framing it as a process.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
