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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Webinar Replay: The Blue Square Method
1970-01-01 • 20 second read

Join Duncan MacPherson and Chris Jeppesen as they dive deep into their new book ‘The Blue Square Method.’ Six years after ‘The Advisor Playbook’, financial professionals are six years further down their path with new needs and evolved ambitions. After hundreds of interactions with some of the best teams in the business, they’ve captured the mindset and best practices of those who are continuing to progress.

In this exciting book launch webinar, learn how to:

  • Put a greater focus on your purpose
  • Always be focused on working ON the business
  • Get access to actionable resources based on their new book

Join Duncan and Chris for this informative Go-to-Webinar webcast.

Click here for replay

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