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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Unlock Another Level of Progress
2022-09-02 • 20 second read

If you think about your credentials and the time you’ve invested into your core competency, nobody wanted your success more than you did. You were highly motivated. Here is your next opportunity. Apply the same level of motivation, importance and effort to practice management and relationship management as you do to your technical ability. This will unlock another level of progress. Yes, you’re (1) managing the quality and impact of the core deliverables you provide, you’re also (2) managing a business that creates a client experience and you’re (3) managing how clients perceive and describe you to others. Dial all three of those numbers into the combination and the vault will open.

This is an excerpt of the newly-released book ‘The Blue Square Method’ by Duncan MacPherson and Chris Jeppesen.

Download Chapter 1 for free now at: TheBlueSquareMethod.com

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