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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A Minimum Requirement
2022-10-11 • 2 minute read

When we talk to fee-for-service professionals and ask them how their clients would describe them, most say things like, “Well, my clients would say they trust my ability, my integrity and my professionalism.” They rattle off qualities and skills and intentions, all of which are important, and there was a time when that was enough. Today, your qualities and skills and intentions are in fact a minimum requirement....

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