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.
Coaching Financial Advisors for over 25 years1.866.593.8020
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Terry Gronbeck-Jones

Terry Gronbeck-Jones has been a consultant and business coach for the Financial Services Industry since the late 1990s, the majority of those years spent at Pareto Systems. Terry also does consulting for the Financial Services Industry through Mindset Consulting, a company that he co-founded in 2014.

Terry's primary role is working with Financial Advisory teams across North America with an emphasis on helping them implement marketing and business development best practices. He has worked on a multitude of corporate projects, consulting with companies such as Wells Fargo, Raymond James and Creative Marketing, to name just a few.

Terry is the co-author of The North Wind and the Sun, a book that tells a series of true stories about the importance of relationships in business.

More About Terry Gronbeck-Jones

Terry resides in Ottawa, Ontario, which is Canada's National Capital. Being from a military family, Terry's family moved every two years for about the first 15 years of his life. His final posting was Ottawa, where he has resided for almost thirty years.

In his spare time, Terry is a fishing fanatic, and is passionate about music of all kinds. He also enjoys cooking, and restoring vintage cast-iron cookware back to its original glory.

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