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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How to Reveal a Prospects Unmet Needs - Blue Square Method
2018-11-08 • 6 min video

In this episode of The Blue Square Method, Duncan discusses the difference between a ‘sales process’ and a ‘fit process’ and how using a ‘fit process’ can help a prospective client reveal the unmet needs that they're trying to have addressed.

We work our clients to establish a fit process to improve their refer-ability. See if you are a fit for Blue Square: www.paretosystems.com/blue-square

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