Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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It's Got to be a Good Fit
2020-01-06 • 20 second read

There has to be an alignment of interest, a coincidence of wants, between yourself and an ideal client. What you want now and in the future has to be aligned to coincide with what they want. If you follow that rule, you will build a community of clients who are enlightened, who respect your value, and are engaged in your process.

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