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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Depersonalize Your Client Relationships
2022-10-19 • 20 second read

The goal is to depersonalize your client relationships - not to downplay your personal contributions, but to enhance their appreciation for your bench strength, your practice and your process.

This is an excerpt of Duncan MacPherson and Chris Jeppesen’s newly released book: The Blue Square Method. Download Chapter 1 for free now at: TheBlueSquareMethod.com

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