Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
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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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Project Scarcity
2018-03-12 • 20 second read

https://www.paretosystems.comI called a client of mine in Florida and got his voicemail. He had a very professional, pleasant greeting, but - right out of our Playbook at the end of the voicemail - he said “I return messages between 3 and 4 pm every day. If your matter is urgent, please contact so and so”. He is projecting to his clients and anybody else that he values and guards his time. The lesson is that, until you do, nobody else will.

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