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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An Introduction to The Blue Square Method
2022-07-26 • 2 minute read

The Blue Square Method was written for the successful fee-for-service professional who has reached or is approaching a fork in the road in their personal and professional life. Life is good today, business is steady and you have every reason to be content while riding your momentum, but perhaps contentment in-and-of-itself was never the goal? You appreciate what you have, but you aspire to something more. We’re not talking about just more money and quantitative success. We’re also referring to qualitative success: Amplifying your sense of gratitude, purpose, balance and fulfillment.

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