Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
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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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Writing 'The Blue Square Method'
2020-11-20 • 20 second read

One of the strangest aspects of writing The Blue Square Method is discarding some of the notes I've accumulated over the years. Observations of the mindset of top fee for service professionals as well as the proven strategies and best practices we've developed along the way get captured, archived and eventually converted from one-offs into a flowing draft. And then they're gone. It's true that sometimes new beginnings involve letting go... 

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