Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Stop Transacting - Start Engaging- Blue Square Series
2020-06-09 • 4 min video

In this episode of The Blue Square Method, Duncan recommends strategically positioning yourself a consultant with a process rather than a salesperson pitching products to attract and retain clients rather than chase them.

The Pareto Systems ‘Business Evaluation Process’ is a gap analysis that will ‘pop-the-hood’ on your business to uncover untapped opportunities and overlooked vulnerabilities that are holding you back and help you get to the next level. Learn more here: www.paretosystems.com/business-evaluation-process

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