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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Process Drives Enterprise Value
2022-08-19 • 20 second read

Your process drives enterprise value - the goal of every business owner is to build something that lasts and, eventually, to sell it. Like forced savings, your efforts are deposits into that equity and intellectual property. The bricks are your solutions, your proprietary process is the mortar that holds it all together, creating beauty and durability.

This is an excerpt of the The Blue Square Method by Duncan MacPherson and Chris Jeppesen.

Download Chapter 1 for free now at: TheBlueSquareMethod.com

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.