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.
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Harness the Season of Life
2023-05-29 • 4 min video

"When you commemorate the family members of your clients and things that are going on in their life, it really stands out and you build a relationship with that next generation."

For more on this, and other actionable best practices, download Chapter 1 from my new book "The Blue Square Method" today at thebluesquaremethod.com

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