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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From Vapor to Paper
2018-11-13 • 5 minute video

In an increasingly abstract industry – how much of what you do can be held in your clients’ hands? In this episode of the 5 Minute Fix, Duncan explains how to take your value from vapor to paper and in every aspect of the client experience ensure that you present clients things they can hold to anchor their relationship and to amplify your value – to de-commoditize the services you provide and make your value real and appreciated.

Learn how to articulate your value and turn your processes from vapor to paper to achieve consistent quality client acquisition with the Blue Square process: www.paretosystems.com/blue-square

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