Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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The Blue Square Method is Coming Soon
2022-02-07 • 5 min video

We are getting close to going to market with our new book The Blue Square Method. Its been six years since our last book, and our community is six years older, wiser and further down the path.

In this video Duncan speaks to the evolution of the financial professional and other fee-for-service professionals and how that has impacted his new book.

Watch on YouTube

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