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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The Gateway to Client Goals
2019-07-22 • 20 second read

It's never a bad idea to go back to your existing clients and start to reframe gradually how they perceive you and describe you. You are the gateway to their success, but because the commoditization and the velocity of noise, it's easy for that value to be trivialized.

Help them understand your practice and your process, not just that you're a good person. Get them to buy into that panoramically. You'll competitor-proof them through the entire journey and into the next generation and make it easy for them to articulate your value to others.

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