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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We All Crave Direction
2022-09-05 • 4 min video

Continuing his European Road Trip, Duncan is in Lucerne, Switzerland where he discusses the art and science of leadership, directional stewardship, and his newly released book, The Blue Square Method.

Click here to watch on YouTube

Visit thebluesquaremethod.com to get your copy, or to download the Chapter 1 for free.

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