Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
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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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How to position referrals
2019-01-17 • 20 second read

When you position the concept of a referral as a service you provide rather than as a favor you seek, and then drive it home with your sense of purpose, refer-ability is amplified. You don’t look needy and your value is easy to describe to others.

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