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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Demographic Shifts and Trends Create Opportunities
2022-07-20 • 20 second read

The study of demography is fascinating and any time you can harness this powerful force, it’s like adding a booster rocket to the supply and demand dynamic. As an example, did you know that in Japan there are more people over 80 years old than under 10? Demographic shifts and trends are going to create some spectacular opportunities the world over. Harness this, locally at first, but remember that geographic limitations are removed if you are a process-driven professional. The tighter your process, the more the entire world becomes your oyster.

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

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