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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Build Your Bridge as You Cross It
2020-09-04 • 20 second read

Quality is a habit, not an act; we are what we repeatedly do.

We are products of our habits and rituals. Creating a new habit can be difficult because traction and meaningful results take time to manifest. Our daily routines get hardwired into our mindset and whenever we deviate we often subconsciously revert back to our original ways of doing things.

An important step is to develop an approach where you take action and build the bridge as you cross it. If you know you have to start doing something that’s in your best interest - or stop doing something that is not in your best interest - take action and let the momentum of your new habit compound over time.

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