New Clients: Attract or Chase? - Blue Square Method
2019-06-20 • 5 min video
In this episode Duncan describes 'The Fit Process' and how starting a relationship based on an alignment of interest allows you to attract, rather than chase, new clients.
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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.
