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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Branding - Blue Square Video Series
2020-12-08 • 4 min video

How you're perceived, how you’re described and how you articulate value, are all ways to differentiate yourself and achieve professional contrast helping you to stand out from crowd.

To take a deeper dive into the concepts Duncan discusses, check out the Blue Square Method, designed for busy professionals and their teams, who want to take their client relationships to the next level, CLICK HERE

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