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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A Branding Idea - Blue Square Method
2019-05-23 • 5 minute video

In this episode I discuss the strategy of using the wall décor and greeting cards to enhance and reinforce your personal branding. Please note, as my kids have reminded me, there’s no Chinook Salmon in Mission Creek or Okanagan Lake, they’re Kokanee!

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