Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Conversion and Convergence
2022-08-05 • 20 second read

Remember: Most limitations are self-imposed. There is a process to achieve both consistent organic and scalable growth and they are interconnected through conversion and convergence without compromising your values, personal health and wellness or work-life balance. We get it. If you’re a parent we know that you’ve got about 18 summers with your kids and those 18 years will come and go very quickly. We want you to cherish that time as you flourish professionally. We’ve seen where, in an attempt to grow, the wake of disruption on the home front has been colossal. Remember that old saying - you’re only as happy as your least-happy child - but you can have it all. You might not be able have it all at once, but your trajectory aims you and your momentum can incrementally compound, moving you to a personal and professional inflection point.

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

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