Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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From Abstract to Conceptual - 5 Minute Fix
2018-07-05 • 4 min video

The commoditization of the industry is intense and can undermine your relationships with clients.

In this episode of 5 Minute Fix, Duncan explains how having clients buy into your proprietary process - rather than buy on price, product or performance - helps insulate that client from competitors, and future-paces the relationship while converting them systematically from a client to an advocate. Want to learn more on how to competitor-proof your best clients? Join me at my next Mastermind session in Palm Springs, CA: www.paretosystems.com/mastermind-total-client-engagement

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