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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Beware of Loyalty Fatigue
2022-07-18 • 1 min audio

A client might have told you, “There is no need for our upcoming meeting. I am busy, but I trust whatever decisions you’ll make.” This can seem like a good thing. Your client trusts you and doesn’t feel the need to discuss matters with you. But it can actually be detrimental to your relationship! I explain how in this short clip.

Stream the entire episode by clicking here

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