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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Empower Your Team to Strive for Excellence
2022-10-05 • 20 second read

Surround yourself with good people, empower them to strive for excellence, and hold them accountable to building enterprise value, and you will create loyalty among some and reveal a lack of fit in others. Incentivize for quantitative performance and offer discretionary rewards for qualitative performance, too. No matter how much we talk about best practices and processes, people are essential.

This is an excerpt from the newly released book The Blue Square Method that Duncan MacPherson wrote with co-author Chris Jeppesen. Download Chapter for free now at: thebluesquaremethod.com

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