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 Lost Art of Professionally Declining - From the Field #52
2018-07-19 • 4 min video

A discussion on how to say no to the tasks that are not strategic, clients that are not a good fit and activities that are not in tune with your branding to create more time to focus on the people and things that matter.

If you liked this episode of From the Field, I recommend checking out the Blue Square Method, it’s all about helping someone methodically achieve self-actualization. To become the best version of themself - personally and professionally. Framed in ambition, purpose, meaning, fulfillment and gratitude. Click here to learn more: www.paretosystems.com/blue-square

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