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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Guard your Time
2023-04-26 • 20 second read

Tell the world that you value and guard your time. Unless and until you do, nobody else will. You will find that people will start respecting your time more and your productivity will increase. You may even have people commenting on the initiative and inform you that they are now doing the same thing or at least considering it..

This is an excerpt from ‘The Blue Square Method’. Download Chapter 1 for free here: thebluesquaremethod.com

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