Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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 Art and Science of Scalable Growth - Blue Square Series
2018-11-20 • 4 min video

Scalable growth and client acquisition is based on alignment and your fit process – not overcoming objections.

In this episode of the Blue Square Method, The Art and Science of Scalable Growth, Duncan explains how your fit process and focus on stewardship moves clients through onboarding and to advocacy.

To take a deeper dive into the concepts Duncan discusses, check out the Blue Square Method, designed for busy professionals and their teams, who want to take their client relationships to the next level: www.paretosystems.com/blue-square

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