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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The Gift of More Time
2018-10-11 • 5 minute video

In this episode of The Blue Square Method video Duncan points out how we all have the same 24 hours of time in a day and the importance that emotional intelligence has on practice and relationship management.

Need more sand in your hour glass? Talk to our friends at First Trust, or check out the Advisor Playbook: www.paretosystems.com/the-advisor-playbook

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