PODCAST: The Review Meeting is Obsolete

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

Tuesday, April 23^rd 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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PODCAST: The Review Meeting is Obsolete - Blue Square Series

2021-06-02 • 6 min audio

Join Duncan as he discusses the impact of repositioning your ‘Review Meetings’ into 'Strategy and Tactical Meetings' where you invest the past into the future and make it an extension of your overarching process.

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