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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Remember How Important You Are to Your Clients
2022-12-09 • 20 second read

The bar is low in terms of what people expect, because most of your competitors don’t go the extra mile, so you’ve got that going for you. It’s not that anyone was disappointed or let down by your old way, but it was no great honor, either. It’s possible that you have some clients who are sleepwalking in their appreciation for you. It’s also very possible that some of them have developed a bit of amnesia when it comes to remembering how important you are to them.

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